Meridian Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.05M | Sell |
29,937
-825
| -3% | -$265K | 0.32% | 63 |
|
|
2025
Q4 | $10.8M | Buy |
30,762
+2,971
| +11% | +$1.01M | 0.38% | 56 |
|
|
2025
Q3 | $9.49M | Buy |
27,791
+1,873
| +7% | +$648K | 0.36% | 56 |
|
|
2025
Q2 | $9.2M | Buy |
25,918
+316
| +1% | +$110K | 0.39% | 53 |
|
|
2025
Q1 | $8.97M | Buy |
25,602
+3,739
| +17% | +$1.27M | 0.43% | 50 |
|
|
2024
Q4 | $6.91M | Buy |
21,863
+1,186
| +6% | +$357K | 0.33% | 66 |
|
|
2024
Q3 | $5.69M | Sell |
20,677
-4,571
| -18% | -$1.24M | 0.28% | 76 |
|
|
2024
Q2 | $6.63M | Buy |
+25,248
| New | +$6.92M | 0.79% | 23 |
|
|
2024
Q1 | – | Sell |
-24,069
| Closed | -$6.27M | – | 534 |
|
|
2023
Q4 | $6.27M | Buy |
24,069
+1,363
| +6% | +$336K | 0.4% | 55 |
|
|
2023
Q3 | $5.22M | Sell |
22,706
-3,176
| -12% | -$763K | 0.32% | 61 |
|
|
2023
Q2 | $6.15M | Buy |
25,882
+6,666
| +35% | +$1.53M | 0.52% | 29 |
|
|
2023
Q1 | $4.33M | Sell |
19,216
-398
| -2% | -$88.6K | 0.38% | 60 |
|
|
2022
Q4 | $4.08M | Sell |
19,614
-618
| -3% | -$125K | 0.4% | 55 |
|
|
2022
Q3 | $3.59M | Sell |
20,232
-4,523
| -18% | -$920K | 0.39% | 52 |
|
|
2022
Q2 | $4.87M | Buy |
24,755
+5,222
| +27% | +$1.08M | 0.4% | 58 |
|
|
2022
Q1 | $4.33M | Sell |
19,533
-2,687
| -12% | -$581K | 0.47% | 37 |
|
|
2021
Q4 | $4.82M | Sell |
22,220
-233
| -1% | -$50K | 0.51% | 36 |
|
|
2021
Q3 | $5M | Buy |
22,453
+660
| +3% | +$155K | 0.62% | 29 |
|
|
2021
Q2 | $5.1M | Buy |
21,793
+3,038
| +16% | +$695K | 0.65% | 29 |
|
|
2021
Q1 | $3.97M | Buy |
18,755
+481
| +3% | +$101K | 0.58% | 34 |
|
|
2020
Q4 | $4M | Buy |
18,274
+3,762
| +26% | +$770K | 0.63% | 32 |
|
|
2020
Q3 | $2.9M | Sell |
14,512
-179
| -1% | -$35.8K | 0.71% | 29 |
|
|
2020
Q2 | $2.84M | Buy |
14,691
+533
| +4% | +$97.4K | 0.95% | 18 |
|
|
2020
Q1 | $2.28M | Sell |
14,158
-1,643
| -10% | -$310K | 1.01% | 21 |
|
|
2019
Q4 | $2.97M | Buy |
15,801
+386
| +3% | +$69.5K | 1.43% | 15 |
|
|
2019
Q3 | $2.65M | Sell |
15,415
-196
| -1% | -$34.9K | 1.25% | 17 |
|
|
2019
Q2 | $27.1K | Sell |
15,611
-51
| -0.3% | -$8.35K | 1.1% | 17 |
|
|
2019
Q1 | $2.45M | Sell |
15,662
-2,919
| -16% | -$421K | 1.11% | 18 |
|
|
2018
Q4 | $2.45M | Buy |
18,581
+2,604
| +16% | +$360K | 1.44% | 16 |
|
|
2018
Q3 | $2.4M | Buy |
15,977
+31
| +0.2% | +$4.41K | 1.03% | 25 |
|
|
2018
Q2 | $2.11M | Buy |
15,946
+4,206
| +36% | +$541K | 0.99% | 24 |
|
|
2018
Q1 | $1.4M | Buy |
11,740
+3,791
| +48% | +$459K | 0.7% | 29 |
|
|
2017
Q4 | $848K | Buy |
7,949
+161
| +2% | +$17.8K | 0.52% | 42 |
|
|
2017
Q3 | $820K | Sell |
7,788
-133
| -2% | -$13.5K | 0.52% | 43 |
|
|
2017
Q2 | $743K | Buy |
7,921
+149
| +2% | +$13.8K | 0.47% | 44 |
|
|
2017
Q1 | $691K | Buy |
+7,772
| New | +$669K | 0.41% | 55 |
|
Other funds holding V
VCM
VPM
