MWC
MBM Wealth Consultants’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Hold |
1,214
| – | – | 0.12% | 74 |
|
|
2025
Q1 | $425K | Sell |
1,214
-220
| -15% | -$77.1K | 0.13% | 71 |
|
|
2024
Q4 | $451K | Sell |
1,434
-32
| -2% | -$10.1K | 0.13% | 65 |
|
|
2024
Q3 | $403K | Hold |
1,466
| – | – | 0.13% | 68 |
|
|
2024
Q2 | $389K | Buy |
1,466
+220
| +18% | +$58.4K | 0.13% | 69 |
|
|
2024
Q1 | $348K | Hold |
1,246
| – | – | 0.12% | 71 |
|
|
2023
Q4 | $341K | Sell |
1,246
-115
| -8% | -$31.5K | 0.13% | 69 |
|
|
2023
Q3 | $323K | Sell |
1,361
-284
| -17% | -$67.5K | 0.14% | 71 |
|
|
2023
Q2 | $398K | Sell |
1,645
-177
| -10% | -$42.9K | 0.17% | 63 |
|
|
2023
Q1 | $372K | Hold |
1,822
| – | – | 0.15% | 63 |
|
|
2022
Q4 | $3.78M | Buy |
1,822
+111
| +6% | +$230K | 1.75% | 13 |
|
|
2022
Q3 | $311K | Buy |
1,711
+173
| +11% | +$31.4K | 0.15% | 64 |
|
|
2022
Q2 | $303K | Sell |
1,538
-216
| -12% | -$42.6K | 0.15% | 71 |
|
|
2022
Q1 | $389K | Sell |
1,754
-107
| -6% | -$23.7K | 0.16% | 70 |
|
|
2021
Q4 | $403K | Buy |
1,861
+41
| +2% | +$8.88K | 0.17% | 68 |
|
|
2021
Q3 | $405K | Sell |
1,820
-92
| -5% | -$20.5K | 0.18% | 70 |
|
|
2021
Q2 | $447K | Sell |
1,912
-32
| -2% | -$7.48K | 0.21% | 66 |
|
|
2021
Q1 | $412K | Sell |
1,944
-498
| -20% | -$106K | 0.21% | 61 |
|
|
2020
Q4 | $534K | Sell |
2,442
-82
| -3% | -$17.9K | 0.29% | 43 |
|
|
2020
Q3 | $505K | Sell |
2,524
-156
| -6% | -$31.2K | 0.32% | 40 |
|
|
2020
Q2 | $518K | Sell |
2,680
-2,246
| -46% | -$434K | 0.37% | 38 |
|
|
2020
Q1 | $794K | Sell |
4,926
-313
| -6% | -$50.5K | 0.66% | 28 |
|
|
2019
Q4 | $984K | Sell |
5,239
-386
| -7% | -$72.5K | 0.73% | 30 |
|
|
2019
Q3 | $968K | Sell |
5,625
-639
| -10% | -$110K | 0.76% | 29 |
|
|
2019
Q2 | $1.1M | Sell |
6,264
-9
| -0.1% | -$1.58K | 0.91% | 27 |
|
|
2019
Q1 | $980K | Sell |
6,273
-288
| -4% | -$45K | 0.86% | 28 |
|
|
2018
Q4 | $866K | Buy |
+6,561
| New | +$866K | 0.84% | 28 |
|