Milestone Asset Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
7,005
+2,045
| +41% | +$726K | 0.53% | 41 |
|
|
2025
Q1 | $1.74M | Sell |
4,960
-2,206
| -31% | -$773K | 0.37% | 57 |
|
|
2024
Q4 | $2.26M | Buy |
7,166
+4,254
| +146% | +$1.34M | 0.5% | 50 |
|
|
2024
Q3 | $801K | Buy |
2,912
+48
| +2% | +$13.2K | 0.18% | 102 |
|
|
2024
Q2 | $752K | Buy |
2,864
+126
| +5% | +$33.1K | 0.19% | 103 |
|
|
2024
Q1 | $764K | Buy |
2,738
+466
| +21% | +$130K | 0.22% | 86 |
|
|
2023
Q4 | $592K | Buy |
2,272
+53
| +2% | +$13.8K | 0.19% | 30 |
|
|
2023
Q3 | $513K | Buy |
2,219
+18
| +0.8% | +$4.16K | 0.18% | 32 |
|
|
2023
Q2 | $523K | Sell |
2,201
-72
| -3% | -$17.1K | 0.23% | 27 |
|
|
2023
Q1 | $512K | Sell |
2,273
-31
| -1% | -$6.99K | 0.29% | 39 |
|
|
2022
Q4 | $516K | Buy |
+2,304
| New | +$516K | 0.31% | 31 |
|