Monarch Capital 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 | $724K | Buy |
2,039
+105
| +5% | +$37.3K | 0.19% | 82 |
|
|
2025
Q1 | $678K | Buy |
1,934
+23
| +1% | +$8.06K | 0.19% | 82 |
|
|
2024
Q4 | $604K | Hold |
1,911
| – | – | 0.17% | 87 |
|
|
2024
Q3 | $525K | Sell |
1,911
-21
| -1% | -$5.77K | 0.14% | 92 |
|
|
2024
Q2 | $507K | Hold |
1,932
| – | – | 0.15% | 86 |
|
|
2024
Q1 | $539K | Buy |
1,932
+61
| +3% | +$17K | 0.15% | 86 |
|
|
2023
Q4 | $487K | Sell |
1,871
-5
| -0.3% | -$1.3K | 0.15% | 87 |
|
|
2023
Q3 | $431K | Hold |
1,876
| – | – | 0.14% | 89 |
|
|
2023
Q2 | $446K | Hold |
1,876
| – | – | 0.14% | 92 |
|
|
2023
Q1 | $423K | Hold |
1,876
| – | – | 0.13% | 92 |
|
|
2022
Q4 | $390K | Hold |
1,876
| – | – | 0.12% | 94 |
|
|
2022
Q3 | $333K | Hold |
1,876
| – | – | 0.11% | 97 |
|
|
2022
Q2 | $369K | Buy |
1,876
+45
| +2% | +$8.85K | 0.11% | 97 |
|
|
2022
Q1 | $406K | Hold |
1,831
| – | – | 0.11% | 98 |
|
|
2021
Q4 | $397K | Hold |
1,831
| – | – | 0.1% | 97 |
|
|
2021
Q3 | $408K | Buy |
+1,831
| New | +$408K | 0.11% | 93 |
|