Merriman Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $773K | Buy |
2,444
+394
| +19% | +$125K | 0.03% | 100 |
|
|
2024
Q3 | $564K | Buy |
2,050
+526
| +35% | +$145K | 0.02% | 141 |
|
|
2024
Q2 | $400K | Buy |
1,524
+53
| +4% | +$13.9K | 0.02% | 151 |
|
|
2024
Q1 | $411K | Buy |
1,471
+83
| +6% | +$23.2K | 0.02% | 151 |
|
|
2023
Q4 | $361K | Buy |
1,388
+134
| +11% | +$34.9K | 0.02% | 146 |
|
|
2023
Q3 | $288K | Sell |
1,254
-4
| -0.3% | -$920 | 0.01% | 150 |
|
|
2023
Q2 | $299K | Buy |
1,258
+10
| +0.8% | +$2.38K | 0.01% | 174 |
|
|
2023
Q1 | $281K | Buy |
1,248
+10
| +0.8% | +$2.25K | 0.01% | 164 |
|
|
2022
Q4 | $257K | Buy |
+1,238
| New | +$257K | 0.01% | 178 |
|
|
2022
Q3 | – | Sell |
-1,829
| Closed | -$360K | – | 193 |
|
|
2022
Q2 | $360K | Buy |
1,829
+69
| +4% | +$13.6K | 0.03% | 118 |
|
|
2022
Q1 | $390K | Buy |
+1,760
| New | +$390K | 0.03% | 144 |
|
|
2019
Q4 | – | Sell |
-2,234
| Closed | -$384K | – | 194 |
|
|
2019
Q3 | $384K | Hold |
2,234
| – | – | 0.08% | 130 |
|
|
2019
Q2 | $3.89K | Hold |
2,234
| – | – | 0.07% | 136 |
|
|
2019
Q1 | $349K | Sell |
2,234
-572
| -20% | -$89.4K | 0.07% | 153 |
|
|
2018
Q4 | $375K | Buy |
2,806
+530
| +23% | +$70.8K | 0.08% | 103 |
|
|
2018
Q3 | $342K | Sell |
2,276
-1
| -0% | -$150 | 0.07% | 133 |
|
|
2018
Q2 | $302K | Sell |
2,277
-50
| -2% | -$6.63K | 0.07% | 137 |
|
|
2018
Q1 | $278K | Buy |
2,327
+390
| +20% | +$46.6K | 0.07% | 155 |
|
|
2017
Q4 | $221K | Buy |
+1,937
| New | +$221K | 0.05% | 154 |
|