Mendel Money 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 | $6.69M | Sell |
18,839
-894
| -5% | -$317K | 2.96% | 3 |
|
|
2025
Q1 | $6.92M | Sell |
19,733
-368
| -2% | -$129K | 3.28% | 3 |
|
|
2024
Q4 | $6.35M | Sell |
20,101
-967
| -5% | -$306K | 2.84% | 4 |
|
|
2024
Q3 | $5.79M | Sell |
21,068
-140
| -0.7% | -$38.5K | 2.5% | 8 |
|
|
2024
Q2 | $5.57M | Sell |
21,208
-314
| -1% | -$82.4K | 2.61% | 5 |
|
|
2024
Q1 | $6.01M | Sell |
21,522
-1,129
| -5% | -$315K | 2.78% | 4 |
|
|
2023
Q4 | $5.9M | Sell |
22,651
-239
| -1% | -$62.2K | 2.83% | 4 |
|
|
2023
Q3 | $5.26M | Buy |
22,890
+254
| +1% | +$58.4K | 2.82% | 7 |
|
|
2023
Q2 | $5.38M | Sell |
22,636
-494
| -2% | -$117K | 2.76% | 8 |
|
|
2023
Q1 | $5.21M | Buy |
23,130
+283
| +1% | +$63.8K | 2.81% | 7 |
|
|
2022
Q4 | $4.75M | Sell |
22,847
-1,173
| -5% | -$244K | 2.7% | 9 |
|
|
2022
Q3 | $4.27M | Sell |
24,020
-408
| -2% | -$72.5K | 2.66% | 9 |
|
|
2022
Q2 | $4.81M | Sell |
24,428
-348
| -1% | -$68.5K | 2.87% | 7 |
|
|
2022
Q1 | $5.5M | Buy |
24,776
+2,718
| +12% | +$603K | 2.68% | 8 |
|
|
2021
Q4 | $4.78M | Sell |
22,058
-25
| -0.1% | -$5.42K | 2.76% | 16 |
|
|
2021
Q3 | $4.92M | Buy |
22,083
+905
| +4% | +$202K | 3.08% | 13 |
|
|
2021
Q2 | $4.95M | Buy |
21,178
+142
| +0.7% | +$33.2K | 3.11% | 11 |
|
|
2021
Q1 | $4.45M | Buy |
21,036
+145
| +0.7% | +$30.7K | 2.91% | 14 |
|
|
2020
Q4 | $4.57M | Buy |
20,891
+280
| +1% | +$61.2K | 3.2% | 13 |
|
|
2020
Q3 | $4.12M | Buy |
20,611
+856
| +4% | +$171K | 3.23% | 10 |
|
|
2020
Q2 | $3.82M | Buy |
+19,755
| New | +$3.82M | 3.36% | 12 |
|
|
2019
Q4 | $3.87M | Buy |
20,575
+120
| +0.6% | +$22.5K | 3.35% | 13 |
|
|
2019
Q3 | $3.52M | Buy |
20,455
+1,273
| +7% | +$219K | 3.25% | 15 |
|
|
2019
Q2 | $3.33M | Buy |
+19,182
| New | +$3.33M | 3.19% | 14 |
|
|
2018
Q3 | $2.05M | Buy |
+13,651
| New | +$2.05M | 1.99% | 24 |
|