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 |
|