MA
MONECO Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Sell |
8,364
-4
| -0% | -$1.42K | 0.28% | 81 |
|
|
2025
Q1 | $2.93M | Sell |
8,368
-514
| -6% | -$180K | 0.3% | 75 |
|
|
2024
Q4 | $2.81M | Sell |
8,882
-608
| -6% | -$192K | 0.3% | 83 |
|
|
2024
Q3 | $2.61M | Buy |
9,490
+2,365
| +33% | +$650K | 0.32% | 86 |
|
|
2024
Q2 | $1.87M | Sell |
7,125
-164
| -2% | -$43K | 0.27% | 98 |
|
|
2024
Q1 | $2.03M | Buy |
7,289
+347
| +5% | +$96.8K | 0.32% | 94 |
|
|
2023
Q4 | $1.81M | Buy |
6,942
+1,111
| +19% | +$289K | 0.34% | 76 |
|
|
2023
Q3 | $1.34M | Buy |
5,831
+37
| +0.6% | +$8.51K | 0.36% | 71 |
|
|
2023
Q2 | $1.38M | Sell |
5,794
-35
| -0.6% | -$8.31K | 0.37% | 63 |
|
|
2023
Q1 | $1.31M | Buy |
5,829
+1,256
| +27% | +$283K | 0.39% | 59 |
|
|
2022
Q4 | $950K | Buy |
4,573
+283
| +7% | +$58.8K | 0.34% | 74 |
|
|
2022
Q3 | $762K | Buy |
4,290
+14
| +0.3% | +$2.49K | 0.3% | 84 |
|
|
2022
Q2 | $842K | Buy |
4,276
+140
| +3% | +$27.6K | 0.33% | 78 |
|
|
2022
Q1 | $917K | Buy |
4,136
+85
| +2% | +$18.8K | 0.34% | 68 |
|
|
2021
Q4 | $938K | Buy |
4,051
+250
| +7% | +$57.9K | 0.35% | 71 |
|
|
2021
Q3 | $847K | Buy |
3,801
+1,329
| +54% | +$296K | 0.33% | 74 |
|
|
2021
Q2 | $578K | Buy |
2,472
+2
| +0.1% | +$468 | 0.27% | 89 |
|
|
2021
Q1 | $523K | Buy |
2,470
+52
| +2% | +$11K | 0.25% | 93 |
|
|
2020
Q4 | $506K | Buy |
2,418
+2
| +0.1% | +$419 | 0.28% | 79 |
|
|
2020
Q3 | $483K | Buy |
2,416
+316
| +15% | +$63.2K | 0.31% | 76 |
|
|
2020
Q2 | $406K | Buy |
2,100
+310
| +17% | +$59.9K | 0.32% | 76 |
|
|
2020
Q1 | $288K | Buy |
1,790
+118
| +7% | +$19K | 0.29% | 86 |
|
|
2019
Q4 | $342K | Buy |
1,672
+119
| +8% | +$24.3K | 0.24% | 91 |
|
|
2019
Q3 | $267K | Buy |
1,553
+114
| +8% | +$19.6K | 0.21% | 103 |
|
|
2019
Q2 | $250K | Sell |
1,439
-578
| -29% | -$100K | 0.2% | 102 |
|
|
2019
Q1 | $315K | Buy |
+2,017
| New | +$315K | 0.26% | 93 |
|