Midwest Professional Planners Ltd (MPPL)’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16M | Buy |
11,706
+294
| +3% | +$104K | 1.09% | 26 |
|
|
2025
Q1 | $4M | Buy |
11,412
+199
| +2% | +$69.7K | 1.24% | 19 |
|
|
2024
Q4 | $3.54M | Buy |
11,213
+921
| +9% | +$291K | 1.06% | 27 |
|
|
2024
Q3 | $2.83M | Buy |
10,292
+751
| +8% | +$206K | 0.87% | 30 |
|
|
2024
Q2 | $2.5M | Buy |
9,541
+455
| +5% | +$119K | 0.84% | 37 |
|
|
2024
Q1 | $2.54M | Buy |
9,086
+1,479
| +19% | +$413K | 0.89% | 36 |
|
|
2023
Q4 | $1.98M | Buy |
7,607
+481
| +7% | +$125K | 0.79% | 38 |
|
|
2023
Q3 | $1.64M | Buy |
7,126
+766
| +12% | +$176K | 0.74% | 40 |
|
|
2023
Q2 | $1.51M | Buy |
6,360
+734
| +13% | +$174K | 0.66% | 45 |
|
|
2023
Q1 | $1.27M | Sell |
5,626
-628
| -10% | -$142K | 0.62% | 45 |
|
|
2022
Q4 | $1.3M | Buy |
6,254
+381
| +6% | +$79.2K | 0.72% | 44 |
|
|
2022
Q3 | $1.04M | Buy |
5,873
+414
| +8% | +$73.5K | 0.62% | 49 |
|
|
2022
Q2 | $1.08M | Buy |
5,459
+278
| +5% | +$54.7K | 0.61% | 50 |
|
|
2022
Q1 | $1.15M | Buy |
5,181
+307
| +6% | +$68.1K | 0.57% | 50 |
|
|
2021
Q4 | $1.06M | Buy |
4,874
+107
| +2% | +$23.2K | 0.51% | 56 |
|
|
2021
Q3 | $1.06M | Buy |
4,767
+154
| +3% | +$34.3K | 0.56% | 55 |
|
|
2021
Q2 | $1.08M | Buy |
4,613
+3,126
| +210% | +$731K | 0.56% | 54 |
|
|
2021
Q1 | $240K | Sell |
1,487
-2,763
| -65% | -$446K | 0.24% | 75 |
|
|
2020
Q4 | $930K | Buy |
4,250
+889
| +26% | +$195K | 0.57% | 52 |
|
|
2020
Q3 | $672K | Buy |
3,361
+476
| +16% | +$95.2K | 0.47% | 60 |
|
|
2020
Q2 | $557K | Buy |
2,885
+1,398
| +94% | +$270K | 0.44% | 63 |
|
|
2020
Q1 | $240K | Buy |
1,487
+150
| +11% | +$24.2K | 0.24% | 76 |
|
|
2019
Q4 | $251K | Buy |
+1,337
| New | +$251K | 0.21% | 81 |
|
|
2018
Q3 | – | Sell |
-234
| Closed | -$31K | – | 284 |
|
|
2018
Q2 | $31K | Hold |
234
| – | – | 0.03% | 166 |
|
|
2018
Q1 | $28K | Hold |
234
| – | – | 0.03% | 162 |
|
|
2017
Q4 | $27K | Buy |
+234
| New | +$27K | 0.02% | 170 |
|