MWM
MGB Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Sell |
6,277
-200
| -3% | -$70.6K | 0.73% | 28 |
|
|
2025
Q1 | $2.26M | Buy |
6,477
+703
| +12% | +$245K | 0.82% | 29 |
|
|
2024
Q4 | $1.82M | Buy |
5,774
+305
| +6% | +$96.3K | 0.57% | 35 |
|
|
2024
Q3 | $1.5M | Sell |
5,469
-1,038
| -16% | -$285K | 0.55% | 44 |
|
|
2024
Q2 | $1.72M | Buy |
6,507
+323
| +5% | +$85.5K | 0.64% | 36 |
|
|
2024
Q1 | $1.73M | Hold |
6,184
| – | – | 0.7% | 33 |
|
|
2023
Q4 | $1.61M | Buy |
+6,184
| New | +$1.61M | 0.81% | 34 |
|