MCWA
Meadow Creek Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
5,098
-263
| -5% | -$93.4K | 1.22% | 18 |
|
|
2025
Q1 | $1.88M | Buy |
5,361
+732
| +16% | +$257K | 1.4% | 16 |
|
|
2024
Q4 | $1.46M | Sell |
4,629
-750
| -14% | -$237K | 1.05% | 21 |
|
|
2024
Q3 | $1.48M | Sell |
5,379
-6
| -0.1% | -$1.65K | 1.17% | 22 |
|
|
2024
Q2 | $1.41M | Buy |
5,385
+165
| +3% | +$43.3K | 1.34% | 21 |
|
|
2024
Q1 | $1.46M | Buy |
5,220
+1,138
| +28% | +$318K | 1.01% | 26 |
|
|
2023
Q4 | $1.06M | Buy |
+4,082
| New | +$1.06M | 1.03% | 20 |
|
|
2022
Q3 | $796K | Sell |
4,479
-67
| -1% | -$11.9K | 1.05% | 13 |
|
|
2022
Q2 | $895K | Buy |
4,546
+48
| +1% | +$9.45K | 1.1% | 14 |
|
|
2022
Q1 | $998K | Buy |
4,498
+719
| +19% | +$160K | 1.08% | 13 |
|
|
2021
Q4 | $819K | Buy |
+3,779
| New | +$819K | 0.77% | 26 |
|
|
2019
Q4 | $300K | Buy |
+1,596
| New | +$300K | 0.42% | 72 |
|