Meridian Financial Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85M | Sell |
8,015
-205
| -2% | -$72.8K | 1.34% | 16 |
|
|
2025
Q1 | $2.88M | Sell |
8,220
-174
| -2% | -$61K | 1.46% | 15 |
|
|
2024
Q4 | $2.65M | Buy |
8,394
+47
| +0.6% | +$14.9K | 1.4% | 16 |
|
|
2024
Q3 | $2.3M | Buy |
8,347
+187
| +2% | +$51.4K | 1.16% | 17 |
|
|
2024
Q2 | $2.2M | Buy |
8,160
+38
| +0.5% | +$10.2K | 1.3% | 15 |
|
|
2024
Q1 | $2.2M | Buy |
8,122
+21
| +0.3% | +$5.7K | 2.83% | 9 |
|
|
2023
Q4 | $2.17M | Buy |
8,101
+236
| +3% | +$63.3K | 2.23% | 12 |
|
|
2023
Q3 | $1.84M | Sell |
7,865
-67
| -0.8% | -$15.7K | 1.88% | 12 |
|
|
2023
Q2 | $1.9M | Sell |
7,932
-7
| -0.1% | -$1.68K | 1.14% | 20 |
|
|
2023
Q1 | $1.86M | Buy |
7,939
+125
| +2% | +$29.2K | 2.11% | 11 |
|
|
2022
Q4 | $1.72M | Buy |
7,814
+82
| +1% | +$18.1K | 1.94% | 14 |
|
|
2022
Q3 | $1.41M | Buy |
7,732
+138
| +2% | +$25.2K | 2% | 13 |
|
|
2022
Q2 | $1.6M | Buy |
7,594
+76
| +1% | +$16K | 1.08% | 26 |
|
|
2022
Q1 | $1.67M | Buy |
7,518
+90
| +1% | +$20K | 2.49% | 10 |
|
|
2021
Q4 | $1.6M | Buy |
7,428
+558
| +8% | +$120K | 1.08% | 20 |
|
|
2021
Q3 | $1.53M | Sell |
6,870
-42
| -0.6% | -$9.34K | 1.03% | 20 |
|
|
2021
Q2 | $1.68M | Sell |
6,912
-14
| -0.2% | -$3.4K | 1.15% | 16 |
|
|
2021
Q1 | $1.55M | Buy |
6,926
+116
| +2% | +$25.9K | 1.16% | 17 |
|
|
2020
Q4 | $1.4M | Sell |
6,810
-126
| -2% | -$26K | 1.08% | 18 |
|
|
2020
Q3 | $1.34M | Sell |
6,936
-32
| -0.5% | -$6.18K | 1.13% | 19 |
|
|
2020
Q2 | $1.35M | Buy |
6,968
+893
| +15% | +$173K | 1.22% | 16 |
|
|
2020
Q1 | $1.03M | Buy |
6,075
+524
| +9% | +$88.8K | 1.11% | 16 |
|
|
2019
Q4 | $1.07M | Buy |
5,551
+296
| +6% | +$56.8K | 1.07% | 14 |
|
|
2019
Q3 | $892K | Sell |
5,255
-230
| -4% | -$39K | 1% | 15 |
|
|
2019
Q2 | $969K | Sell |
5,485
-112
| -2% | -$19.8K | 1.08% | 15 |
|
|
2019
Q1 | $898K | Buy |
5,597
+103
| +2% | +$16.5K | 1.02% | 17 |
|
|
2018
Q4 | $725K | Buy |
+5,494
| New | +$725K | 0.98% | 19 |
|