MB, Levis & Associates’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$171K Sell
2025
Q2
$249K Hold
2025
Q1
$245K Hold
2024
Q4
$221K Hold
2024
Q3
$193K Hold
2024
Q2
$184K Hold
2024
Q1
$195K Hold
2023
Q4
$182K Hold
2023
Q3
$161K Hold
2023
Q2
$166K Hold
2023
Q1
$158K Hold
2022
Q4
$145K Buy