MP
McDonald Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Sell |
805
-77
| -9% | -$27.3K | 0.07% | 215 |
|
|
2025
Q1 | $309K | Hold |
882
| – | – | 0.08% | 200 |
|
|
2024
Q4 | $279K | Sell |
882
-40
| -4% | -$12.6K | 0.07% | 207 |
|
|
2024
Q3 | $254K | Hold |
922
| – | – | 0.06% | 215 |
|
|
2024
Q2 | $242K | Sell |
922
-1
| -0.1% | -$263 | 0.06% | 222 |
|
|
2024
Q1 | $257K | Buy |
923
+1
| +0.1% | +$279 | 0.07% | 211 |
|
|
2023
Q4 | $240K | Sell |
922
-22
| -2% | -$5.73K | 0.07% | 211 |
|
|
2023
Q3 | $217K | Hold |
944
| – | – | 0.07% | 209 |
|
|
2023
Q2 | $224K | Hold |
944
| – | – | 0.07% | 217 |
|
|
2023
Q1 | $213K | Sell |
944
-23
| -2% | -$5.19K | 0.07% | 215 |
|
|
2022
Q4 | $201K | Buy |
+967
| New | +$201K | 0.07% | 213 |
|
|
2022
Q3 | – | Sell |
-1,231
| Closed | -$242K | – | 278 |
|
|
2022
Q2 | $242K | Hold |
1,231
| – | – | 0.06% | 258 |
|
|
2022
Q1 | $273K | Buy |
1,231
+1,107
| +893% | +$246K | 0.06% | 267 |
|
|
2021
Q4 | $26.9K | Sell |
124
-934
| -88% | -$202K | 0.02% | 130 |
|
|
2021
Q3 | $236K | Buy |
1,058
+25
| +2% | +$5.58K | 0.06% | 271 |
|
|
2021
Q2 | $242K | Sell |
1,033
-299
| -22% | -$70K | 0.06% | 273 |
|
|
2021
Q1 | $282K | Buy |
1,332
+295
| +28% | +$62.5K | 0.07% | 242 |
|
|
2020
Q4 | $227K | Buy |
+1,037
| New | +$227K | 0.06% | 253 |
|