Mitchell & Pahl Private Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
3,662
-33
| -0.9% | -$11.7K | 0.57% | 66 |
|
|
2025
Q1 | $1.29M | Sell |
3,695
-68
| -2% | -$23.8K | 0.6% | 62 |
|
|
2024
Q4 | $1.19M | Sell |
3,763
-174
| -4% | -$55K | 0.56% | 66 |
|
|
2024
Q3 | $1.08M | Sell |
3,937
-52
| -1% | -$14.3K | 0.5% | 72 |
|
|
2024
Q2 | $1.05M | Sell |
3,989
-4
| -0.1% | -$1.05K | 0.55% | 71 |
|
|
2024
Q1 | $1.11M | Sell |
3,993
-212
| -5% | -$59.2K | 0.59% | 65 |
|
|
2023
Q4 | $1.09M | Sell |
4,205
-157
| -4% | -$40.9K | 0.62% | 59 |
|
|
2023
Q3 | $1M | Sell |
4,362
-110
| -2% | -$25.3K | 0.6% | 58 |
|
|
2023
Q2 | $1.06M | Sell |
4,472
-129
| -3% | -$30.6K | 0.64% | 50 |
|
|
2023
Q1 | $1.04M | Sell |
4,601
-499
| -10% | -$113K | 0.65% | 55 |
|
|
2022
Q4 | $1.06M | Sell |
5,100
-89
| -2% | -$18.5K | 0.7% | 50 |
|
|
2022
Q3 | $922K | Sell |
5,189
-330
| -6% | -$58.6K | 0.68% | 49 |
|
|
2022
Q2 | $1.09M | Sell |
5,519
-266
| -5% | -$52.4K | 0.76% | 46 |
|
|
2022
Q1 | $1.28M | Sell |
5,785
-244
| -4% | -$54.1K | 0.82% | 40 |
|
|
2021
Q4 | $1.31M | Sell |
6,029
-61
| -1% | -$13.2K | 0.84% | 39 |
|
|
2021
Q3 | $1.36M | Sell |
6,090
-39
| -0.6% | -$8.69K | 0.98% | 31 |
|
|
2021
Q2 | $1.43M | Sell |
6,129
-79
| -1% | -$18.5K | 1.02% | 31 |
|
|
2021
Q1 | $1.31M | Sell |
6,208
-85
| -1% | -$18K | 1.02% | 31 |
|
|
2020
Q4 | $1.38M | Buy |
+6,293
| New | +$1.38M | 1.16% | 27 |
|