Meridian Wealth 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 | $528K | Buy |
1,488
+76
| +5% | +$27K | 0.08% | 57 |
|
|
2025
Q1 | $495K | Sell |
1,412
-95
| -6% | -$33.3K | 0.08% | 61 |
|
|
2024
Q4 | $476K | Sell |
1,507
-38
| -2% | -$12K | 0.07% | 63 |
|
|
2024
Q3 | $425K | Sell |
1,545
-48
| -3% | -$13.2K | 0.07% | 68 |
|
|
2024
Q2 | $418K | Buy |
1,593
+119
| +8% | +$31.2K | 0.07% | 64 |
|
|
2024
Q1 | $411K | Buy |
1,474
+24
| +2% | +$6.7K | 0.07% | 63 |
|
|
2023
Q4 | $377K | Buy |
1,450
+57
| +4% | +$14.8K | 0.07% | 63 |
|
|
2023
Q3 | $320K | Buy |
1,393
+27
| +2% | +$6.21K | 0.07% | 67 |
|
|
2023
Q2 | $324K | Buy |
1,366
+89
| +7% | +$21.1K | 0.07% | 63 |
|
|
2023
Q1 | $288K | Buy |
1,277
+194
| +18% | +$43.7K | 0.06% | 69 |
|
|
2022
Q4 | $225K | Buy |
+1,083
| New | +$225K | 0.05% | 81 |
|
|
2021
Q2 | – | Sell |
-752
| Closed | -$159K | – | 1205 |
|
|
2021
Q1 | $159K | Buy |
752
+34
| +5% | +$7.19K | 0.05% | 79 |
|
|
2020
Q4 | $157K | Buy |
718
+133
| +23% | +$29.1K | 0.06% | 72 |
|
|
2020
Q3 | $117K | Buy |
585
+27
| +5% | +$5.4K | 0.06% | 83 |
|
|
2020
Q2 | $108K | Sell |
558
-12
| -2% | -$2.32K | 0.06% | 84 |
|
|
2020
Q1 | $92K | Buy |
570
+149
| +35% | +$24K | 0.05% | 90 |
|
|
2019
Q4 | $79K | Buy |
+421
| New | +$79K | 0.05% | 107 |
|