Mason Investment Advisory Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Hold |
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|
2025
Q1 | $405K | Sell |
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|
2024
Q4 | $490K | Sell |
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|
2024
Q3 | $429K | Sell |
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|
2024
Q2 | $417K | Buy |
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|
2024
Q1 | $420K | Sell |
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|
2023
Q4 | $393K | Buy |
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|
2023
Q3 | $346K | Sell |
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|
2023
Q2 | $364K | Hold |
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|
2023
Q1 | $345K | Sell |
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|
2022
Q4 | $554K | Buy |
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|
2022
Q3 | $473K | Buy |
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|
2022
Q2 | $521K | Sell |
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|
2022
Q1 | $1.4M | Sell |
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|
2021
Q4 | $2.39M | Hold |
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|
2021
Q3 | $2.46M | Buy |
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|
2021
Q2 | $2.28M | Buy |
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|
2021
Q1 | $1.39M | Hold |
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|
2020
Q4 | $1.44M | Hold |
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|
2020
Q3 | $1.31M | Hold |
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|
2020
Q2 | $1.27M | Buy |
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|
2020
Q1 | $924K | Buy |
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|
2019
Q4 | $282K | Hold |
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|
2019
Q3 | $258K | Hold |
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|
2019
Q2 | $260K | Hold |
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|
2019
Q1 | $234K | Buy |
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