MB, Levis & Associates’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $249K | Hold |
700
| – | – | 0.11% | 61 |
|
2025
Q1 | $245K | Hold |
700
| – | – | 0.11% | 63 |
|
2024
Q4 | $221K | Hold |
700
| – | – | 0.11% | 63 |
|
2024
Q3 | $193K | Hold |
700
| – | – | 0.1% | 66 |
|
2024
Q2 | $184K | Hold |
700
| – | – | 0.1% | 64 |
|
2024
Q1 | $195K | Hold |
700
| – | – | 0.11% | 63 |
|
2023
Q4 | $182K | Hold |
700
| – | – | 0.1% | 58 |
|
2023
Q3 | $161K | Hold |
700
| – | – | 0.1% | 66 |
|
2023
Q2 | $166K | Hold |
700
| – | – | 0.11% | 65 |
|
2023
Q1 | $158K | Hold |
700
| – | – | 0.11% | 63 |
|
2022
Q4 | $145K | Buy |
+700
| New | +$145K | 0.11% | 59 |
|