MBA Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,216
| Closed | -$426K | – | 138 |
|
|
2025
Q1 | $426K | Sell |
1,216
-80
| -6% | -$28K | 0.21% | 85 |
|
|
2024
Q4 | $410K | Buy |
1,296
+4
| +0.3% | +$1.26K | 0.21% | 86 |
|
|
2024
Q3 | $355K | Buy |
1,292
+33
| +3% | +$9.07K | 0.17% | 95 |
|
|
2024
Q2 | $330K | Buy |
1,259
+95
| +8% | +$24.9K | 0.17% | 95 |
|
|
2024
Q1 | $325K | Buy |
1,164
+214
| +23% | +$59.7K | 0.17% | 97 |
|
|
2023
Q4 | $247K | Buy |
+950
| New | +$247K | 0.14% | 109 |
|