Mason & Associates (California)’s Visa V Stock Holding History

Mason & Associates (California)’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$618K	Sell
2025 Q1	$687K	Buy
2024 Q4	$599K	Buy
2024 Q3	$507K	Sell
2024 Q2	$660K	Buy
2024 Q1	$652K	Buy
2023 Q4	$569K	Buy
2023 Q3	$478K	Buy
2023 Q2	$334K	Hold
2023 Q1	$317K	Buy
2022 Q4	$209K	Buy