Massachusetts Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Hold |
799
| – | – | 0.16% | 84 |
|
|
2025
Q1 | $280K | Hold |
799
| – | – | 0.19% | 77 |
|
|
2024
Q4 | $253K | Hold |
799
| – | – | 0.16% | 86 |
|
|
2024
Q3 | $220K | Sell |
799
-62
| -7% | -$17K | 0.14% | 88 |
|
|
2024
Q2 | $226K | Hold |
861
| – | – | 0.15% | 92 |
|
|
2024
Q1 | $240K | Buy |
+861
| New | +$240K | 0.17% | 88 |
|