Mattson Financial Services’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.76M Sell
13,407
-666
-5% -$236K 1.28% 15
2025
Q1
$4.93M Buy
14,073
+2,960
+27% +$1.04M 1.48% 12
2024
Q4
$3.06M Buy
11,113
+2,415
+28% +$664K 0.97% 32
2024
Q3
$2.28M Sell
8,698
-65
-0.7% -$17.1K 0.82% 42
2024
Q2
$2.3M Buy
+8,763
New +$2.3M 0.82% 42