Monarch Capital Management’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$694K Sell
2025
Q2
$724K Buy
2025
Q1
$678K Buy
2024
Q4
$604K Hold
2024
Q3
$525K Sell
2024
Q2
$507K Hold
2024
Q1
$539K Buy
2023
Q4
$487K Sell
2023
Q3
$431K Hold
2023
Q2
$446K Hold
2023
Q1
$423K Hold
2022
Q4
$390K Hold
2022
Q3
$333K Hold
2022
Q2
$369K Buy
2022
Q1
$406K Hold
2021
Q4
$397K Hold
2021
Q3
$408K Buy