Mendel Capital Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
3,606
+51
| +1% | +$18.1K | 0.73% | 35 |
|
|
2025
Q1 | $1.25M | Buy |
3,555
+39
| +1% | +$13.7K | 0.75% | 36 |
|
|
2024
Q4 | $1.11M | Buy |
3,516
+139
| +4% | +$43.9K | 0.67% | 39 |
|
|
2024
Q3 | $929K | Buy |
3,377
+67
| +2% | +$18.4K | 0.57% | 45 |
|
|
2024
Q2 | $869K | Sell |
3,310
-68
| -2% | -$17.8K | 0.56% | 45 |
|
|
2024
Q1 | $943K | Sell |
3,378
-156
| -4% | -$43.5K | 0.62% | 41 |
|
|
2023
Q4 | $920K | Buy |
3,534
+47
| +1% | +$12.2K | 0.66% | 38 |
|
|
2023
Q3 | $802K | Buy |
3,487
+5
| +0.1% | +$1.15K | 0.66% | 39 |
|
|
2023
Q2 | $827K | Buy |
3,482
+27
| +0.8% | +$6.41K | 0.66% | 38 |
|
|
2023
Q1 | $779K | Buy |
3,455
+209
| +6% | +$47.1K | 0.7% | 35 |
|
|
2022
Q4 | $674K | Sell |
3,246
-230
| -7% | -$47.8K | 0.7% | 34 |
|
|
2022
Q3 | $617K | Buy |
3,476
+560
| +19% | +$99.4K | 0.72% | 32 |
|
|
2022
Q2 | $574K | Buy |
2,916
+22
| +0.8% | +$4.33K | 0.64% | 33 |
|
|
2022
Q1 | $642K | Buy |
2,894
+248
| +9% | +$55K | 0.61% | 33 |
|
|
2021
Q4 | $573K | Buy |
+2,646
| New | +$573K | 0.53% | 34 |
|