Mill Creek Capital 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 | $3.17M | Sell |
8,918
-366
| -4% | -$130K | 0.07% | 75 |
|
|
2025
Q1 | $3.25M | Buy |
9,284
+2,332
| +34% | +$817K | 0.08% | 69 |
|
|
2024
Q4 | $2.2M | Buy |
6,952
+2,387
| +52% | +$754K | 0.05% | 80 |
|
|
2024
Q3 | $1.26M | Sell |
4,565
-1,463
| -24% | -$402K | 0.03% | 99 |
|
|
2024
Q2 | $1.58M | Buy |
6,028
+376
| +7% | +$98.7K | 0.04% | 92 |
|
|
2024
Q1 | $1.58M | Sell |
5,652
-8,625
| -60% | -$2.41M | 0.04% | 88 |
|
|
2023
Q4 | $3.72M | Buy |
14,277
+9,120
| +177% | +$2.37M | 0.11% | 60 |
|
|
2023
Q3 | $1.19M | Sell |
5,157
-252
| -5% | -$58K | 0.04% | 89 |
|
|
2023
Q2 | $1.28M | Buy |
5,409
+260
| +5% | +$61.7K | 0.04% | 90 |
|
|
2023
Q1 | $1.16M | Buy |
5,149
+1,043
| +25% | +$235K | 0.04% | 94 |
|
|
2022
Q4 | $853K | Buy |
+4,106
| New | +$853K | 0.04% | 102 |
|