Mezzasalma 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 | $12.4M | Sell |
35,036
-84
| -0.2% | -$29.8K | 3.73% | 8 |
|
|
2025
Q1 | $12.3M | Sell |
35,120
-375
| -1% | -$131K | 4.25% | 7 |
|
|
2024
Q4 | $11.2M | Buy |
35,495
+957
| +3% | +$302K | 3.62% | 8 |
|
|
2024
Q3 | $9.5M | Buy |
34,538
+997
| +3% | +$274K | 3.74% | 9 |
|
|
2024
Q2 | $8.8M | Buy |
33,541
+4,621
| +16% | +$1.21M | 3.78% | 9 |
|
|
2024
Q1 | $8.07M | Buy |
28,920
+1,917
| +7% | +$535K | 3.82% | 9 |
|
|
2023
Q4 | $7.03M | Buy |
27,003
+281
| +1% | +$73.2K | 3.83% | 8 |
|
|
2023
Q3 | $6.15M | Buy |
26,722
+360
| +1% | +$82.8K | 3.79% | 8 |
|
|
2023
Q2 | $6.26M | Buy |
26,362
+1,585
| +6% | +$376K | 3.8% | 6 |
|
|
2023
Q1 | $5.59M | Sell |
24,777
-280
| -1% | -$63.1K | 3.95% | 6 |
|
|
2022
Q4 | $5.21M | Sell |
25,057
-324
| -1% | -$67.3K | 4.54% | 6 |
|
|
2022
Q3 | $4.51M | Buy |
25,381
+191
| +0.8% | +$33.9K | 3.58% | 8 |
|
|
2022
Q2 | $4.96M | Sell |
25,190
-56
| -0.2% | -$11K | 4.19% | 5 |
|
|
2022
Q1 | $5.6M | Sell |
25,246
-49
| -0.2% | -$10.9K | 3.49% | 7 |
|
|
2021
Q4 | $5.48M | Buy |
25,295
+184
| +0.7% | +$39.9K | 2.94% | 8 |
|
|
2021
Q3 | $5.59M | Sell |
25,111
-1
| -0% | -$223 | 3.14% | 10 |
|
|
2021
Q2 | $5.87M | Hold |
25,112
| – | – | 3.24% | 9 |
|
|
2021
Q1 | $5.32M | Sell |
25,112
-290
| -1% | -$61.4K | 3.41% | 7 |
|
|
2020
Q4 | $5.56M | Buy |
+25,402
| New | +$5.56M | 3.56% | 6 |
|