Mattern Wealth Management’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 | $3.67M | Sell |
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|
2025
Q1 | $3.62M | Sell |
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|
2024
Q4 | $3.32M | Sell |
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|
2024
Q3 | $2.93M | Sell |
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|
2024
Q2 | $4.09M | Buy |
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|
2024
Q1 | $2.92M | Buy |
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|
2023
Q4 | $2.59M | Buy |
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|
2023
Q3 | $2.18M | Sell |
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|
2023
Q2 | $2.33M | Sell |
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|
2023
Q1 | $2.21M | Sell |
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|
2022
Q4 | $3.04M | Sell |
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|
2022
Q3 | $2.64M | Sell |
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|
2022
Q2 | $2.93M | Hold |
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|
2022
Q1 | $3.31M | Buy |
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|
2021
Q4 | $2.95M | Sell |
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|
2021
Q3 | $3.05M | Buy |
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|
2021
Q2 | $3.33M | Buy |
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|
2021
Q1 | $2.7M | Buy |
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|
2020
Q4 | $1.58M | Buy |
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|
2020
Q3 | $1.37M | Sell |
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|
2020
Q2 | $1.33M | Buy |
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|
2020
Q1 | $1.09M | Buy |
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|
2019
Q4 | $1.22M | Buy |
|