Montis Financial’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Sell |
1,422
-36
| -2% | -$12.8K | 0.14% | 84 |
|
|
2025
Q1 | $511K | Hold |
1,458
| – | – | 0.15% | 90 |
|
|
2024
Q4 | $461K | Buy |
1,458
+99
| +7% | +$31.3K | 0.14% | 93 |
|
|
2024
Q3 | $374K | Buy |
+1,359
| New | +$374K | 0.13% | 80 |
|
|
2021
Q4 | – | Sell |
-973
| Closed | -$219K | – | 89 |
|
|
2021
Q3 | $219K | Buy |
973
+16
| +2% | +$3.6K | 0.19% | 59 |
|
|
2021
Q2 | $224K | Sell |
957
-116
| -11% | -$27.2K | 0.19% | 67 |
|
|
2021
Q1 | $233K | Buy |
+1,073
| New | +$233K | 0.22% | 62 |
|