MWM
Mattern Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.67M | Sell |
10,340
-3
| -0% | -$1.07K | 0.76% | 27 |
|
|
2025
Q1 | $3.62M | Sell |
10,343
-154
| -1% | -$54K | 0.8% | 24 |
|
|
2024
Q4 | $3.32M | Sell |
10,497
-141
| -1% | -$44.6K | 0.73% | 27 |
|
|
2024
Q3 | $2.93M | Sell |
10,638
-4,943
| -32% | -$1.36M | 0.64% | 34 |
|
|
2024
Q2 | $4.09M | Buy |
15,581
+5,133
| +49% | +$1.35M | 0.98% | 22 |
|
|
2024
Q1 | $2.92M | Buy |
10,448
+504
| +5% | +$141K | 0.71% | 42 |
|
|
2023
Q4 | $2.59M | Buy |
9,944
+459
| +5% | +$119K | 0.67% | 43 |
|
|
2023
Q3 | $2.18M | Sell |
9,485
-315
| -3% | -$72.5K | 0.64% | 45 |
|
|
2023
Q2 | $2.33M | Sell |
9,800
-21
| -0.2% | -$4.99K | 0.68% | 39 |
|
|
2023
Q1 | $2.21M | Sell |
9,821
-4,825
| -33% | -$1.09M | 0.73% | 39 |
|
|
2022
Q4 | $3.04M | Sell |
14,646
-195
| -1% | -$40.5K | 1.23% | 21 |
|
|
2022
Q3 | $2.64M | Sell |
14,841
-63
| -0.4% | -$11.2K | 1.06% | 23 |
|
|
2022
Q2 | $2.93M | Hold |
14,904
| – | – | 1.15% | 22 |
|
|
2022
Q1 | $3.31M | Buy |
14,904
+1,294
| +10% | +$287K | 1.08% | 22 |
|
|
2021
Q4 | $2.95M | Sell |
13,610
-70
| -0.5% | -$15.2K | 0.87% | 33 |
|
|
2021
Q3 | $3.05M | Buy |
13,680
+241
| +2% | +$53.7K | 1.02% | 23 |
|
|
2021
Q2 | $3.34M | Buy |
13,439
+689
| +5% | +$171K | 1.06% | 23 |
|
|
2021
Q1 | $2.7M | Buy |
12,750
+5,526
| +76% | +$1.17M | 0.95% | 29 |
|
|
2020
Q4 | $1.58M | Buy |
7,224
+367
| +5% | +$80.3K | 0.6% | 48 |
|
|
2020
Q3 | $1.37M | Sell |
6,857
-10
| -0.1% | -$2K | 0.59% | 50 |
|
|
2020
Q2 | $1.33M | Buy |
6,867
+100
| +1% | +$19.3K | 0.64% | 47 |
|
|
2020
Q1 | $1.09M | Buy |
6,767
+283
| +4% | +$45.6K | 0.79% | 40 |
|
|
2019
Q4 | $1.22M | Buy |
+6,484
| New | +$1.22M | 0.73% | 53 |
|