MSCM
V icon

McElhenny Sheffield Capital Management’s Visa V Stock Holding History

McElhenny Sheffield Capital Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$217K Sell
718
-733
-51% -$236K 0.05% 90
2025
Q4 		$509K Buy
1,451
+87
+6% +$29.6K 0.12% 38
2025
Q3 		$466K Sell
1,364
-981
-42% -$340K 0.11% 52
2025
Q2 		$833K Sell
2,345
-70
-3% -$24.4K 0.22% 26
2025
Q1 		$846K Buy
2,415
+1,369
+131% +$463K 0.32% 23
2024
Q4 		$331K Sell
1,046
-1,834
-64% -$551K 0.11% 77
2024
Q3 		$792K Sell
2,880
-114
-4% -$30.8K 0.26% 26
2024
Q2 		$789K Buy
2,994
+750
+33% +$206K 0.27% 26
2024
Q1 		$626K Sell
2,244
-114
-5% -$31.5K 0.22% 41
2023
Q4 		$614K Sell
2,358
-159
-6% -$39.2K 0.25% 40
2023
Q3 		$579K Buy
+2,517
New +$605K 0.29% 36
2023
Q1 		– Sell
-150
Closed -$31.2K – 592
2022
Q4 		$31.2K Buy
+150
New +$30.3K 0.01% 220

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