McAlister Sweet & 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 | $393K | Hold |
1,108
| – | – | 0.35% | 20 |
|
|
2025
Q1 | $388K | Hold |
1,108
| – | – | 0.29% | 20 |
|
|
2024
Q4 | $350K | Hold |
1,108
| – | – | 0.25% | 16 |
|
|
2024
Q3 | $305K | Hold |
1,108
| – | – | 0.25% | 24 |
|
|
2024
Q2 | $291K | Sell |
1,108
-204
| -16% | -$53.5K | 0.21% | 27 |
|
|
2024
Q1 | $366K | Sell |
1,312
-38
| -3% | -$10.6K | 0.29% | 24 |
|
|
2023
Q4 | $351K | Sell |
1,350
-290
| -18% | -$75.5K | 0.33% | 25 |
|
|
2023
Q3 | $377K | Sell |
1,640
-9,453
| -85% | -$2.17M | 0.32% | 25 |
|
|
2023
Q2 | $2.63M | Buy |
11,093
+9,893
| +824% | +$2.35M | 2.27% | 13 |
|
|
2023
Q1 | $271K | Hold |
1,200
| – | – | 0.3% | 21 |
|
|
2022
Q4 | $249K | Buy |
1,200
+10
| +0.8% | +$2.08K | 0.37% | 19 |
|
|
2022
Q3 | $211K | Sell |
1,190
-94
| -7% | -$16.7K | 0.23% | 23 |
|
|
2022
Q2 | $253K | Sell |
1,284
-56
| -4% | -$11K | 0.26% | 29 |
|
|
2022
Q1 | $297K | Hold |
1,340
| – | – | 0.32% | 22 |
|
|
2021
Q4 | $290K | Buy |
+1,340
| New | +$290K | 0.25% | 29 |
|