MWPCG
Measured Wealth Private Client Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Buy |
1,094
+270
| +33% | +$95.9K | 0.12% | 118 |
|
|
2025
Q1 | $289K | Sell |
824
-388
| -32% | -$136K | 0.09% | 135 |
|
|
2024
Q4 | $383K | Buy |
1,212
+12
| +1% | +$3.79K | 0.12% | 109 |
|
|
2024
Q3 | $330K | Sell |
1,200
-354
| -23% | -$97.3K | 0.11% | 126 |
|
|
2024
Q2 | $408K | Hold |
1,554
| – | – | 0.14% | 115 |
|
|
2024
Q1 | $434K | Hold |
1,554
| – | – | 0.15% | 105 |
|
|
2023
Q4 | $405K | Hold |
1,554
| – | – | 0.15% | 109 |
|
|
2023
Q3 | $357K | Sell |
1,554
-279
| -15% | -$64.2K | 0.14% | 108 |
|
|
2023
Q2 | $435K | Hold |
1,833
| – | – | 0.17% | 106 |
|
|
2023
Q1 | $413K | Sell |
1,833
-62
| -3% | -$14K | 0.16% | 101 |
|
|
2022
Q4 | $394K | Sell |
1,895
-121
| -6% | -$25.1K | 0.16% | 88 |
|
|
2022
Q3 | $358K | Sell |
2,016
-141
| -7% | -$25K | 0.16% | 85 |
|
|
2022
Q2 | $425K | Buy |
2,157
+725
| +51% | +$143K | 0.19% | 81 |
|
|
2022
Q1 | $318K | Buy |
1,432
+15
| +1% | +$3.33K | 0.12% | 107 |
|
|
2021
Q4 | $307K | Hold |
1,417
| – | – | 0.11% | 118 |
|
|
2021
Q3 | $316K | Sell |
1,417
-174
| -11% | -$38.8K | 0.12% | 115 |
|
|
2021
Q2 | $372K | Buy |
1,591
+87
| +6% | +$20.3K | 0.12% | 114 |
|
|
2021
Q1 | $318K | Sell |
1,504
-17
| -1% | -$3.59K | 0.11% | 105 |
|
|
2020
Q4 | $333K | Sell |
1,521
-13
| -0.8% | -$2.85K | 0.14% | 88 |
|
|
2020
Q3 | $307K | Buy |
1,534
+236
| +18% | +$47.2K | 0.15% | 86 |
|
|
2020
Q2 | $251K | Buy |
+1,298
| New | +$251K | 0.15% | 89 |
|
|
2019
Q3 | – | Sell |
-3,463
| Closed | -$601K | – | 202 |
|
|
2019
Q2 | $601K | Sell |
3,463
-585
| -14% | -$102K | 0.35% | 51 |
|
|
2019
Q1 | $632K | Buy |
4,048
+1,620
| +67% | +$253K | 0.39% | 49 |
|
|
2018
Q4 | $320K | Sell |
2,428
-1,311
| -35% | -$173K | 0.29% | 54 |
|
|
2018
Q3 | $561K | Buy |
3,739
+1,114
| +42% | +$167K | 0.34% | 41 |
|
|
2018
Q2 | $347K | Buy |
+2,625
| New | +$347K | 0.28% | 78 |
|