Mission Wealth 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 | $18.4M | Buy |
51,946
+737
| +1% | +$262K | 0.39% | 41 |
|
|
2025
Q1 | $17.9M | Buy |
51,209
+682
| +1% | +$239K | 0.44% | 36 |
|
|
2024
Q4 | $16M | Sell |
50,527
-349
| -0.7% | -$110K | 0.37% | 43 |
|
|
2024
Q3 | $14M | Buy |
50,876
+5,659
| +13% | +$1.56M | 0.34% | 42 |
|
|
2024
Q2 | $11.9M | Buy |
45,217
+6,324
| +16% | +$1.66M | 0.31% | 41 |
|
|
2024
Q1 | $10.9M | Buy |
38,893
+15,977
| +70% | +$4.46M | 0.29% | 50 |
|
|
2023
Q4 | $5.97M | Buy |
22,916
+1,296
| +6% | +$337K | 0.19% | 69 |
|
|
2023
Q3 | $4.97M | Buy |
21,620
+654
| +3% | +$150K | 0.19% | 68 |
|
|
2023
Q2 | $4.98M | Buy |
20,966
+808
| +4% | +$192K | 0.19% | 67 |
|
|
2023
Q1 | $4.54M | Buy |
20,158
+126
| +0.6% | +$28.4K | 0.19% | 69 |
|
|
2022
Q4 | $4.16M | Buy |
20,032
+3,915
| +24% | +$813K | 0.2% | 66 |
|
|
2022
Q3 | $2.86M | Buy |
16,117
+1,268
| +9% | +$225K | 0.15% | 81 |
|
|
2022
Q2 | $2.92M | Buy |
14,849
+708
| +5% | +$139K | 0.15% | 83 |
|
|
2022
Q1 | $3.14M | Buy |
14,141
+7,213
| +104% | +$1.6M | 0.15% | 84 |
|
|
2021
Q4 | $1.5M | Buy |
6,928
+568
| +9% | +$123K | 0.07% | 131 |
|
|
2021
Q3 | $1.42M | Buy |
6,360
+459
| +8% | +$102K | 0.07% | 130 |
|
|
2021
Q2 | $1.38M | Sell |
5,901
-248
| -4% | -$58K | 0.07% | 132 |
|
|
2021
Q1 | $1.3M | Buy |
6,149
+205
| +3% | +$43.4K | 0.08% | 121 |
|
|
2020
Q4 | $1.3M | Buy |
5,944
+484
| +9% | +$106K | 0.08% | 116 |
|
|
2020
Q3 | $1.09M | Sell |
5,460
-302
| -5% | -$60.4K | 0.08% | 115 |
|
|
2020
Q2 | $1.11M | Buy |
5,762
+152
| +3% | +$29.4K | 0.1% | 102 |
|
|
2020
Q1 | $904K | Sell |
5,610
-217
| -4% | -$35K | 0.1% | 105 |
|
|
2019
Q4 | $1.1M | Buy |
5,827
+44
| +0.8% | +$8.27K | 0.11% | 105 |
|
|
2019
Q3 | $995K | Buy |
5,783
+311
| +6% | +$53.5K | 0.11% | 99 |
|
|
2019
Q2 | $950K | Sell |
5,472
-565
| -9% | -$98.1K | 0.11% | 99 |
|
|
2019
Q1 | $943K | Buy |
6,037
+567
| +10% | +$88.6K | 0.11% | 101 |
|
|
2018
Q4 | $722K | Buy |
5,470
+692
| +14% | +$91.3K | 0.09% | 110 |
|
|
2018
Q3 | $717K | Sell |
4,778
-556
| -10% | -$83.4K | 0.09% | 117 |
|
|
2018
Q2 | $706K | Buy |
5,334
+789
| +17% | +$104K | 0.1% | 108 |
|
|
2018
Q1 | $544K | Sell |
4,545
-70
| -2% | -$8.38K | 0.09% | 108 |
|
|
2017
Q4 | $526K | Sell |
4,615
-166
| -3% | -$18.9K | 0.09% | 108 |
|
|
2017
Q3 | $503K | Sell |
4,781
-82
| -2% | -$8.63K | 0.09% | 97 |
|
|
2017
Q2 | $456K | Sell |
4,863
-505
| -9% | -$47.4K | 0.09% | 105 |
|
|
2017
Q1 | $477K | Buy |
5,368
+100
| +2% | +$8.89K | 0.09% | 100 |
|
|
2016
Q4 | $411K | Buy |
5,268
+698
| +15% | +$54.5K | 0.08% | 106 |
|
|
2016
Q3 | $378K | Hold |
4,570
| – | – | 0.09% | 105 |
|
|
2016
Q2 | $339K | Sell |
4,570
-45
| -1% | -$3.34K | 0.09% | 104 |
|
|
2016
Q1 | $353K | Buy |
4,615
+1,541
| +50% | +$118K | 0.1% | 99 |
|
|
2015
Q4 | $238K | Buy |
3,074
+132
| +4% | +$10.2K | 0.07% | 117 |
|
|
2015
Q3 | $205K | Buy |
+2,942
| New | +$205K | 0.06% | 126 |
|