MJP
Michael J. Puzo’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Sell |
1,330
-905
| -40% | -$321K | 0.13% | 51 |
|
|
2025
Q1 | $783K | Sell |
2,235
-75
| -3% | -$26.3K | 0.22% | 47 |
|
|
2024
Q4 | $730K | Sell |
2,310
-575
| -20% | -$182K | 0.2% | 45 |
|
|
2024
Q3 | $793K | Hold |
2,885
| – | – | 0.21% | 44 |
|
|
2024
Q2 | $757K | Sell |
2,885
-100
| -3% | -$26.2K | 0.21% | 49 |
|
|
2024
Q1 | $833K | Sell |
2,985
-225
| -7% | -$62.8K | 0.23% | 49 |
|
|
2023
Q4 | $836K | Sell |
3,210
-365
| -10% | -$95K | 0.27% | 45 |
|
|
2023
Q3 | $822K | Sell |
3,575
-100
| -3% | -$23K | 0.28% | 49 |
|
|
2023
Q2 | $873K | Hold |
3,675
| – | – | 0.28% | 49 |
|
|
2023
Q1 | $829K | Sell |
3,675
-50
| -1% | -$11.3K | 0.28% | 49 |
|
|
2022
Q4 | $774K | Hold |
3,725
| – | – | 0.28% | 50 |
|
|
2022
Q3 | $662K | Buy |
3,725
+25
| +0.7% | +$4.44K | 0.25% | 55 |
|
|
2022
Q2 | $729K | Sell |
3,700
-40
| -1% | -$7.88K | 0.26% | 55 |
|
|
2022
Q1 | $829K | Sell |
3,740
-175
| -4% | -$38.8K | 0.25% | 55 |
|
|
2021
Q4 | $848K | Sell |
3,915
-380
| -9% | -$82.3K | 0.24% | 50 |
|
|
2021
Q3 | $957K | Sell |
4,295
-405
| -9% | -$90.2K | 0.3% | 47 |
|
|
2021
Q2 | $1.1M | Sell |
4,700
-200
| -4% | -$46.8K | 0.34% | 48 |
|
|
2021
Q1 | $1.04M | Sell |
4,900
-225
| -4% | -$47.7K | 0.33% | 48 |
|
|
2020
Q4 | $1.12M | Sell |
5,125
-375
| -7% | -$82.1K | 0.37% | 47 |
|
|
2020
Q3 | $1.1M | Sell |
5,500
-325
| -6% | -$65K | 0.39% | 46 |
|
|
2020
Q2 | $1.12M | Hold |
5,825
| – | – | 0.42% | 45 |
|
|
2020
Q1 | $938K | Sell |
5,825
-780
| -12% | -$126K | 0.41% | 43 |
|
|
2019
Q4 | $1.24M | Sell |
6,605
-370
| -5% | -$69.5K | 0.44% | 44 |
|
|
2019
Q3 | $1.2M | Sell |
6,975
-350
| -5% | -$60.3K | 0.45% | 43 |
|
|
2019
Q2 | $1.27M | Sell |
7,325
-1,280
| -15% | -$222K | 0.47% | 43 |
|
|
2019
Q1 | $1.34M | Sell |
8,605
-135
| -2% | -$21.1K | 0.52% | 42 |
|
|
2018
Q4 | $1.15M | Sell |
8,740
-800
| -8% | -$105K | 0.51% | 42 |
|
|
2018
Q3 | $1.43M | Sell |
9,540
-200
| -2% | -$30K | 0.54% | 42 |
|
|
2018
Q2 | $1.29M | Sell |
9,740
-640
| -6% | -$84.7K | 0.55% | 44 |
|
|
2018
Q1 | $1.24M | Sell |
10,380
-900
| -8% | -$108K | 0.53% | 43 |
|
|
2017
Q4 | $1.29M | Buy |
11,280
+960
| +9% | +$110K | 0.53% | 41 |
|
|
2017
Q3 | $1.09M | Hold |
10,320
| – | – | 0.56% | 42 |
|
|
2017
Q2 | $969K | Sell |
10,320
-200
| -2% | -$18.8K | 0.52% | 43 |
|
|
2017
Q1 | $936K | Hold |
10,520
| – | – | 0.52% | 46 |
|
|
2016
Q4 | $820K | Hold |
10,520
| – | – | 0.47% | 47 |
|
|
2016
Q3 | $869K | Buy |
10,520
+6,400
| +155% | +$529K | 0.5% | 49 |
|
|
2016
Q2 | $305K | Hold |
4,120
| – | – | 0.2% | 67 |
|
|
2016
Q1 | $315K | Buy |
4,120
+2,000
| +94% | +$153K | 0.21% | 67 |
|
|
2015
Q4 | $164K | Sell |
2,120
-1,580
| -43% | -$122K | 0.11% | 76 |
|
|
2015
Q3 | $257K | Buy |
3,700
+92
| +3% | +$6.39K | 0.18% | 72 |
|
|
2015
Q2 | $243K | Hold |
3,608
| – | – | 0.16% | 73 |
|
|
2015
Q1 | $236K | Buy |
3,608
+2,706
| +300% | +$177K | 0.15% | 75 |
|
|
2014
Q4 | $236K | Buy |
+902
| New | +$236K | 0.15% | 75 |
|