Monument Capital Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
6,661
+211
| +3% | +$74.9K | 0.62% | 69 |
|
|
2025
Q1 | $2.26M | Buy |
6,450
+96
| +2% | +$33.6K | 0.69% | 59 |
|
|
2024
Q4 | $2.01M | Buy |
6,354
+201
| +3% | +$63.5K | 0.55% | 64 |
|
|
2024
Q3 | $1.69M | Hold |
6,153
| – | – | 0.47% | 66 |
|
|
2024
Q2 | $1.61M | Sell |
6,153
-55
| -0.9% | -$14.4K | 0.48% | 65 |
|
|
2024
Q1 | $1.73M | Buy |
6,208
+89
| +1% | +$24.8K | 0.5% | 65 |
|
|
2023
Q4 | $1.59M | Buy |
6,119
+252
| +4% | +$65.6K | 0.51% | 63 |
|
|
2023
Q3 | $1.35M | Buy |
5,867
+153
| +3% | +$35.2K | 0.45% | 68 |
|
|
2023
Q2 | $1.36M | Buy |
5,714
+106
| +2% | +$25.2K | 0.43% | 67 |
|
|
2023
Q1 | $1.26M | Buy |
5,608
+513
| +10% | +$116K | 0.42% | 68 |
|
|
2022
Q4 | $1.06M | Buy |
5,095
+1,924
| +61% | +$400K | 0.36% | 73 |
|
|
2022
Q3 | $563K | Buy |
3,171
+763
| +32% | +$135K | 0.21% | 90 |
|
|
2022
Q2 | $474K | Buy |
2,408
+1,031
| +75% | +$203K | 0.18% | 100 |
|
|
2022
Q1 | $305K | Buy |
1,377
+2
| +0.1% | +$443 | 0.1% | 113 |
|
|
2021
Q4 | $298K | Buy |
1,375
+2
| +0.1% | +$433 | 0.09% | 124 |
|
|
2021
Q3 | $306K | Buy |
1,373
+26
| +2% | +$5.8K | 0.1% | 124 |
|
|
2021
Q2 | $315K | Sell |
1,347
-1
| -0.1% | -$234 | 0.11% | 116 |
|
|
2021
Q1 | $286K | Sell |
1,348
-12,177
| -90% | -$2.58M | 0.11% | 94 |
|
|
2020
Q4 | $2.96M | Buy |
13,525
+176
| +1% | +$38.5K | 1.37% | 19 |
|
|
2020
Q3 | $2.67M | Sell |
13,349
-10
| -0.1% | -$2K | 1.41% | 17 |
|
|
2020
Q2 | $2.58M | Sell |
13,359
-996
| -7% | -$192K | 1.52% | 15 |
|
|
2020
Q1 | $2.31M | Sell |
14,355
-220
| -2% | -$35.4K | 1.66% | 19 |
|
|
2019
Q4 | $2.74M | Sell |
14,575
-625
| -4% | -$117K | 1.4% | 21 |
|
|
2019
Q3 | $2.62M | Sell |
15,200
-118
| -0.8% | -$20.3K | 1.42% | 24 |
|
|
2019
Q2 | $2.66M | Sell |
15,318
-1,184
| -7% | -$206K | 1.44% | 19 |
|
|
2019
Q1 | $2.58M | Sell |
16,502
-1,170
| -7% | -$183K | 1.47% | 20 |
|
|
2018
Q4 | $2.33M | Buy |
17,672
+350
| +2% | +$46.2K | 1.46% | 21 |
|
|
2018
Q3 | $2.6M | Buy |
17,322
+1,441
| +9% | +$216K | 1.46% | 18 |
|
|
2018
Q2 | $2.1M | Sell |
15,881
-1,720
| -10% | -$228K | 1.46% | 21 |
|
|
2018
Q1 | $2.08M | Buy |
17,601
+753
| +4% | +$89.1K | 1.42% | 28 |
|
|
2017
Q4 | $1.92M | Buy |
+16,848
| New | +$1.92M | 1.35% | 35 |
|