MGIA
Moneta Group Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Sell |
37,185
-303
| -0.8% | -$108K | 0.16% | 78 |
|
|
2025
Q1 | $13.1M | Sell |
37,488
-61
| -0.2% | -$21.4K | 0.18% | 74 |
|
|
2024
Q4 | $11.9M | Buy |
37,549
+1,672
| +5% | +$528K | 0.17% | 75 |
|
|
2024
Q3 | $9.86M | Sell |
35,877
-188
| -0.5% | -$51.7K | 0.14% | 90 |
|
|
2024
Q2 | $9.47M | Buy |
36,065
+1,255
| +4% | +$329K | 0.15% | 85 |
|
|
2024
Q1 | $9.71M | Buy |
34,810
+6,836
| +24% | +$1.91M | 0.16% | 84 |
|
|
2023
Q4 | $7.28M | Buy |
27,974
+178
| +0.6% | +$46.3K | 0.14% | 82 |
|
|
2023
Q3 | $6.39M | Sell |
27,796
-1,489
| -5% | -$342K | 0.15% | 81 |
|
|
2023
Q2 | $6.95M | Buy |
29,285
+4,028
| +16% | +$957K | 0.15% | 79 |
|
|
2023
Q1 | $5.69M | Buy |
25,257
+4,996
| +25% | +$1.13M | 0.14% | 92 |
|
|
2022
Q4 | $4.66M | Sell |
20,261
-735
| -4% | -$169K | 0.13% | 100 |
|
|
2022
Q3 | $3.73M | Sell |
20,996
-1,285
| -6% | -$228K | 0.14% | 100 |
|
|
2022
Q2 | $4.39M | Buy |
22,281
+5,227
| +31% | +$1.03M | 0.15% | 100 |
|
|
2022
Q1 | $3.78M | Buy |
17,054
+779
| +5% | +$173K | 0.15% | 94 |
|
|
2021
Q4 | $3.53M | Sell |
16,275
-847
| -5% | -$184K | 0.14% | 99 |
|
|
2021
Q3 | $3.81M | Buy |
17,122
+318
| +2% | +$70.8K | 0.18% | 90 |
|
|
2021
Q2 | $3.93M | Buy |
16,804
+3,816
| +29% | +$892K | 0.18% | 91 |
|
|
2021
Q1 | $2.75M | Buy |
12,988
+6,240
| +92% | +$1.32M | 0.15% | 106 |
|
|
2020
Q4 | $1.48M | Buy |
6,748
+1,072
| +19% | +$234K | 0.11% | 118 |
|
|
2020
Q3 | $1.14M | Buy |
5,676
+116
| +2% | +$23.2K | 0.1% | 117 |
|
|
2020
Q2 | $1.07M | Buy |
5,560
+1,544
| +38% | +$298K | 0.1% | 110 |
|
|
2020
Q1 | $647K | Sell |
4,016
-1,428
| -26% | -$230K | 0.07% | 133 |
|
|
2019
Q4 | $1.02M | Buy |
5,444
+264
| +5% | +$49.6K | 0.09% | 114 |
|
|
2019
Q3 | $891K | Buy |
5,180
+1,181
| +30% | +$203K | 0.08% | 127 |
|
|
2019
Q2 | $694K | Sell |
3,999
-515
| -11% | -$89.4K | 0.07% | 136 |
|
|
2019
Q1 | $705K | Sell |
4,514
-2,527
| -36% | -$395K | 0.07% | 120 |
|
|
2018
Q4 | $929K | Sell |
7,041
-764
| -10% | -$101K | 0.11% | 101 |
|
|
2018
Q3 | $1.17M | Sell |
7,805
-1,775
| -19% | -$266K | 0.12% | 96 |
|
|
2018
Q2 | $1.27M | Buy |
9,580
+7,307
| +321% | +$968K | 0.14% | 89 |
|
|
2018
Q1 | $272K | Sell |
2,273
-1,418
| -38% | -$170K | 0.04% | 163 |
|
|
2017
Q4 | $421K | Hold |
3,691
| – | – | 0.06% | 134 |
|
|
2017
Q3 | $388K | Buy |
+3,691
| New | +$388K | 0.06% | 143 |
|
|
2015
Q4 | – | Sell |
-340
| Closed | -$24K | – | 403 |
|
|
2015
Q3 | $24K | Buy |
+340
| New | +$24K | 0.01% | 303 |
|
|
2015
Q2 | – | Sell |
-8,000
| Closed | -$523K | – | 157 |
|
|
2015
Q1 | $523K | Buy |
8,000
+6,000
| +300% | +$392K | 0.22% | 79 |
|
|
2014
Q4 | $524K | Hold |
2,000
| – | – | 0.25% | 66 |
|
|
2014
Q3 | $427K | Hold |
2,000
| – | – | 0.22% | 75 |
|
|
2014
Q2 | $421K | Hold |
2,000
| – | – | 0.23% | 73 |
|
|
2014
Q1 | $432K | Hold |
2,000
| – | – | 0.26% | 63 |
|
|
2013
Q4 | $445K | Hold |
2,000
| – | – | 0.27% | 66 |
|
|
2013
Q3 | $382K | Hold |
2,000
| – | – | 0.25% | 71 |
|
|
2013
Q2 | $366K | Buy |
+2,000
| New | +$366K | 0.26% | 70 |
|