MFA
Mayflower Financial Advisors’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.5M | Buy |
12,671
+573
| +5% | +$203K | 0.63% | 43 |
|
2025
Q1 | $4.24M | Buy |
12,098
+127
| +1% | +$44.5K | 0.64% | 40 |
|
2024
Q4 | $3.78M | Buy |
11,971
+257
| +2% | +$81.2K | 0.56% | 46 |
|
2024
Q3 | $3.22M | Buy |
11,714
+436
| +4% | +$120K | 0.48% | 52 |
|
2024
Q2 | $2.96M | Sell |
11,278
-18
| -0.2% | -$4.72K | 0.49% | 50 |
|
2024
Q1 | $3.15M | Buy |
11,296
+403
| +4% | +$112K | 0.53% | 48 |
|
2023
Q4 | $2.84M | Buy |
10,893
+180
| +2% | +$46.9K | 0.39% | 62 |
|
2023
Q3 | $2.46M | Buy |
10,713
+288
| +3% | +$66.2K | 0.37% | 61 |
|
2023
Q2 | $2.48M | Buy |
10,425
+126
| +1% | +$29.9K | 0.32% | 70 |
|
2023
Q1 | $2.32M | Buy |
10,299
+50
| +0.5% | +$11.3K | 0.31% | 69 |
|
2022
Q4 | $2.13M | Buy |
10,249
+108
| +1% | +$22.4K | 0.3% | 70 |
|
2022
Q3 | $1.8M | Sell |
10,141
-421
| -4% | -$74.8K | 0.29% | 70 |
|
2022
Q2 | $2.08M | Sell |
10,562
-28
| -0.3% | -$5.51K | 0.32% | 64 |
|
2022
Q1 | $2.35M | Sell |
10,590
-194
| -2% | -$43K | 0.32% | 59 |
|
2021
Q4 | $2.34M | Buy |
10,784
+431
| +4% | +$93.4K | 0.31% | 59 |
|
2021
Q3 | $2.42M | Buy |
10,353
+1,297
| +14% | +$303K | 0.33% | 64 |
|
2021
Q2 | $2.12M | Sell |
9,056
-250
| -3% | -$58.4K | 0.29% | 65 |
|
2021
Q1 | $1.97M | Sell |
9,306
-21
| -0.2% | -$4.45K | 0.29% | 61 |
|
2020
Q4 | $2.04M | Buy |
+9,327
| New | +$2.04M | 0.35% | 54 |
|