Merlin Capital’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $611K | Buy |
2,190
+24
| +1% | +$6.7K | 1.82% | 31 |
|
|
2023
Q4 | $564K | Buy |
2,166
+9
| +0.4% | +$2.34K | 1.81% | 32 |
|
|
2023
Q3 | $496K | Hold |
2,157
| – | – | 1.85% | 30 |
|
|
2023
Q2 | $512K | Sell |
2,157
-46
| -2% | -$10.9K | 1.73% | 33 |
|
|
2023
Q1 | $497K | Hold |
2,203
| – | – | 1.8% | 31 |
|
|
2022
Q4 | $458K | Sell |
2,203
-34
| -2% | -$7.06K | 1.13% | 41 |
|
|
2022
Q3 | $397K | Sell |
2,237
-98
| -4% | -$17.4K | 0.92% | 47 |
|
|
2022
Q2 | $460K | Sell |
2,335
-38
| -2% | -$7.49K | 0.92% | 46 |
|
|
2022
Q1 | $526K | Hold |
2,373
| – | – | 0.69% | 54 |
|
|
2021
Q4 | $514K | Buy |
+2,373
| New | +$514K | 0.59% | 60 |
|