Morningstar Investment Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,684
| Closed | -$1.8M | – | 211 |
|
|
2024
Q4 | $1.8M | Hold |
5,684
| – | – | 0.14% | 42 |
|
|
2024
Q3 | $1.6M | Buy |
+5,684
| New | +$1.6M | 0.16% | 59 |
|
|
2023
Q4 | – | Sell |
-3,119
| Closed | -$717K | – | 211 |
|
|
2023
Q3 | $717K | Hold |
3,119
| – | – | 0.1% | 78 |
|
|
2023
Q2 | $741K | Buy |
+3,119
| New | +$741K | 0.1% | 79 |
|