Moneta Group Investment Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Sell |
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|
2025
Q1 | $13.1M | Sell |
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|
2024
Q4 | $11.9M | Buy |
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|
2024
Q3 | $9.86M | Sell |
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|
2024
Q2 | $9.47M | Buy |
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|
2024
Q1 | $9.71M | Buy |
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|
2023
Q4 | $7.28M | Buy |
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|
2023
Q3 | $6.39M | Sell |
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|
2023
Q2 | $6.95M | Buy |
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|
2023
Q1 | $5.69M | Buy |
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|
2022
Q4 | $4.66M | Sell |
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|
2022
Q3 | $3.73M | Sell |
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|
2022
Q2 | $4.39M | Buy |
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|
2022
Q1 | $3.78M | Buy |
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|
2021
Q4 | $3.53M | Sell |
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|
2021
Q3 | $3.81M | Buy |
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|
2021
Q2 | $3.93M | Buy |
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|
2021
Q1 | $2.75M | Buy |
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|
2020
Q4 | $1.48M | Buy |
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|
2020
Q3 | $1.14M | Buy |
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|
2020
Q2 | $1.07M | Buy |
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|
2020
Q1 | $647K | Sell |
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|
2019
Q4 | $1.02M | Buy |
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|
2019
Q3 | $891K | Buy |
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|
2019
Q2 | $694K | Sell |
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|
2019
Q1 | $705K | Sell |
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|
2018
Q4 | $929K | Sell |
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|
2018
Q3 | $1.17M | Sell |
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|
2018
Q2 | $1.27M | Buy |
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|
2018
Q1 | $272K | Sell |
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|
2017
Q4 | $421K | Hold |
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|
2017
Q3 | $388K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $24K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $523K | Hold |
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|
2014
Q4 | $524K | Hold |
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|
2014
Q3 | $427K | Hold |
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|
2014
Q2 | $421K | Hold |
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|
2014
Q1 | $432K | Hold |
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|
2013
Q4 | $445K | Hold |
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|
2013
Q3 | $382K | Hold |
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|
2013
Q2 | $366K | Buy |
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