Morton Brown Family Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.41K | Sell |
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|
2025
Q2 | $10.7K | Hold |
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|
2025
Q1 | $10.5K | Buy |
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|
2024
Q4 | $3.16K | Hold |
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|
2024
Q3 | $2.75K | Hold |
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|
2024
Q2 | $2.69K | Hold |
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|
2024
Q1 | $2.79K | Sell |
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|
2023
Q4 | $4.95K | Buy |
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|
2023
Q3 | $2.3K | Hold |
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|
2023
Q2 | $2.38K | Sell |
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|
2023
Q1 | $8.79K | Buy |
|