Meridian Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.59M | Buy |
27,020
+473
| +2% | +$168K | 1.52% | 19 |
|
|
2025
Q1 | $9.3M | Buy |
26,547
+352
| +1% | +$123K | 1.58% | 16 |
|
|
2024
Q4 | $8.28M | Buy |
26,195
+566
| +2% | +$179K | 1.37% | 17 |
|
|
2024
Q3 | $7.05M | Buy |
25,629
+489
| +2% | +$134K | 1.18% | 22 |
|
|
2024
Q2 | $6.6M | Buy |
25,140
+228
| +0.9% | +$59.8K | 1.18% | 22 |
|
|
2024
Q1 | $6.95M | Buy |
24,912
+962
| +4% | +$268K | 1.31% | 17 |
|
|
2023
Q4 | $6.24M | Buy |
23,950
+664
| +3% | +$173K | 1.37% | 18 |
|
|
2023
Q3 | $5.36M | Buy |
23,286
+358
| +2% | +$82.3K | 1.34% | 17 |
|
|
2023
Q2 | $5.45M | Sell |
22,928
-864
| -4% | -$205K | 1.32% | 15 |
|
|
2023
Q1 | $5.36M | Buy |
23,792
+835
| +4% | +$188K | 1.34% | 15 |
|
|
2022
Q4 | $4.77M | Buy |
22,957
+1,772
| +8% | +$368K | 1.23% | 18 |
|
|
2022
Q3 | $3.76M | Sell |
21,185
-1,475
| -7% | -$262K | 1.06% | 21 |
|
|
2022
Q2 | $4.46M | Buy |
22,660
+1,730
| +8% | +$341K | 1.19% | 19 |
|
|
2022
Q1 | $4.64M | Buy |
20,930
+2,736
| +15% | +$607K | 1.08% | 22 |
|
|
2021
Q4 | $3.94M | Buy |
18,194
+1,434
| +9% | +$311K | 0.96% | 22 |
|
|
2021
Q3 | $3.73M | Buy |
16,760
+434
| +3% | +$96.7K | 1.04% | 19 |
|
|
2021
Q2 | $3.82M | Buy |
16,326
+965
| +6% | +$226K | 1.08% | 18 |
|
|
2021
Q1 | $3.25M | Buy |
15,361
+1,807
| +13% | +$383K | 1.08% | 18 |
|
|
2020
Q4 | $2.97M | Buy |
13,554
+1,269
| +10% | +$278K | 1.08% | 18 |
|
|
2020
Q3 | $2.46M | Buy |
12,285
+662
| +6% | +$132K | 1.06% | 19 |
|
|
2020
Q2 | $2.25M | Sell |
11,623
-57
| -0.5% | -$11K | 1.04% | 20 |
|
|
2020
Q1 | $1.88M | Sell |
11,680
-533
| -4% | -$85.9K | 1.04% | 20 |
|
|
2019
Q4 | $2.3M | Sell |
12,213
-160
| -1% | -$30.1K | 0.9% | 26 |
|
|
2019
Q3 | $2.13M | Buy |
12,373
+4,766
| +63% | +$820K | 0.91% | 24 |
|
|
2019
Q2 | $1.35M | Sell |
7,607
-719
| -9% | -$127K | 0.94% | 21 |
|
|
2019
Q1 | $1.3M | Buy |
8,326
+467
| +6% | +$72.9K | 0.95% | 21 |
|
|
2018
Q4 | $1.04M | Buy |
+7,859
| New | +$1.04M | 0.8% | 24 |
|