MAA
Matrix Asset Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Buy |
1,133
+164
| +17% | +$58.2K | 0.04% | 76 |
|
|
2025
Q1 | $340K | Hold |
969
| – | – | 0.04% | 79 |
|
|
2024
Q4 | $306K | Hold |
969
| – | – | 0.03% | 88 |
|
|
2024
Q3 | $266K | Sell |
969
-25
| -3% | -$6.87K | 0.03% | 91 |
|
|
2024
Q2 | $261K | Hold |
994
| – | – | 0.03% | 84 |
|
|
2024
Q1 | $277K | Buy |
994
+1
| +0.1% | +$279 | 0.03% | 81 |
|
|
2023
Q4 | $259K | Buy |
993
+11
| +1% | +$2.86K | 0.03% | 85 |
|
|
2023
Q3 | $226K | Hold |
982
| – | – | 0.03% | 84 |
|
|
2023
Q2 | $233K | Sell |
982
-19
| -2% | -$4.51K | 0.03% | 89 |
|
|
2023
Q1 | $226K | Buy |
+1,001
| New | +$226K | 0.03% | 83 |
|