MC
McMorgan & Co’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.09M | Buy |
3,068
+345
| +13% | +$122K | 0.16% | 49 |
|
2025
Q1 | $954K | Sell |
2,723
-380
| -12% | -$133K | 0.15% | 48 |
|
2024
Q4 | $981K | Sell |
3,103
-105
| -3% | -$33.2K | 0.15% | 48 |
|
2024
Q3 | $882K | Hold |
3,208
| – | – | 0.14% | 52 |
|
2024
Q2 | $842K | Sell |
3,208
-610
| -16% | -$160K | 0.13% | 51 |
|
2024
Q1 | $1.07M | Sell |
3,818
-45
| -1% | -$12.6K | 0.18% | 45 |
|
2023
Q4 | $1.01M | Sell |
3,863
-10
| -0.3% | -$2.6K | 0.17% | 46 |
|
2023
Q3 | $891K | Sell |
3,873
-7
| -0.2% | -$1.61K | 0.16% | 45 |
|
2023
Q2 | $921K | Sell |
3,880
-10
| -0.3% | -$2.38K | 0.17% | 46 |
|
2023
Q1 | $877K | Sell |
3,890
-100
| -3% | -$22.5K | 0.18% | 44 |
|
2022
Q4 | $829K | Buy |
3,990
+10
| +0.3% | +$2.08K | 0.18% | 47 |
|
2022
Q3 | $707K | Buy |
+3,980
| New | +$707K | 0.17% | 48 |
|