MBM Wealth Consultants’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 | $410K | Sell |
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|
2025
Q2 | $431K | Hold |
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|
2025
Q1 | $425K | Sell |
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|
2024
Q4 | $451K | Sell |
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|
2024
Q3 | $403K | Hold |
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|
2024
Q2 | $389K | Buy |
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|
2024
Q1 | $348K | Hold |
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|
2023
Q4 | $341K | Sell |
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|
2023
Q3 | $323K | Sell |
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|
2023
Q2 | $398K | Sell |
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|
2023
Q1 | $372K | Hold |
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|
2022
Q4 | $3.78M | Buy |
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|
2022
Q3 | $311K | Buy |
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|
2022
Q2 | $303K | Sell |
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|
2022
Q1 | $389K | Sell |
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|
2021
Q4 | $403K | Buy |
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|
2021
Q3 | $405K | Sell |
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|
2021
Q2 | $447K | Sell |
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|
2021
Q1 | $412K | Sell |
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|
2020
Q4 | $534K | Sell |
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|
2020
Q3 | $505K | Sell |
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|
2020
Q2 | $518K | Sell |
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|
2020
Q1 | $794K | Sell |
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|
2019
Q4 | $984K | Sell |
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|
2019
Q3 | $968K | Sell |
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|
2019
Q2 | $1.1M | Sell |
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|
2019
Q1 | $980K | Sell |
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|
2018
Q4 | $866K | Buy |
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