MAM
Morse Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Buy |
416
+90
| +28% | +$32K | 0.03% | 165 |
|
|
2025
Q1 | $114K | Buy |
326
+48
| +17% | +$16.8K | 0.03% | 167 |
|
|
2024
Q4 | $87.9K | Buy |
278
+28
| +11% | +$8.85K | 0.02% | 181 |
|
|
2024
Q3 | $68.7K | Buy |
+250
| New | +$68.7K | 0.01% | 214 |
|
|
2020
Q4 | – | Sell |
-1,133
| Closed | -$227K | – | 157 |
|
|
2020
Q3 | $227K | Sell |
1,133
-75
| -6% | -$15K | 0.07% | 124 |
|
|
2020
Q2 | $233K | Buy |
+1,208
| New | +$233K | 0.08% | 111 |
|
|
2020
Q1 | – | Sell |
-1,208
| Closed | -$227K | – | 126 |
|
|
2019
Q4 | $227K | Hold |
1,208
| – | – | 0.08% | 119 |
|
|
2019
Q3 | $208K | Buy |
1,208
+18
| +2% | +$3.1K | 0.08% | 117 |
|
|
2019
Q2 | $207K | Buy |
+1,190
| New | +$207K | 0.06% | 127 |
|