Morton Brown Family Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7K | Hold |
30
| – | – | ﹤0.01% | 187 |
|
|
2025
Q1 | $10.5K | Buy |
30
+20
| +200% | +$7.01K | ﹤0.01% | 189 |
|
|
2024
Q4 | $3.16K | Hold |
10
| – | – | ﹤0.01% | 216 |
|
|
2024
Q3 | $2.75K | Hold |
10
| – | – | ﹤0.01% | 215 |
|
|
2024
Q2 | $2.69K | Hold |
10
| – | – | ﹤0.01% | 188 |
|
|
2024
Q1 | $2.79K | Sell |
10
-9
| -47% | -$2.51K | ﹤0.01% | 183 |
|
|
2023
Q4 | $4.95K | Buy |
19
+9
| +90% | +$2.34K | ﹤0.01% | 211 |
|
|
2023
Q3 | $2.3K | Hold |
10
| – | – | ﹤0.01% | 157 |
|
|
2023
Q2 | $2.38K | Sell |
10
-29
| -74% | -$6.89K | ﹤0.01% | 150 |
|
|
2023
Q1 | $8.79K | Buy |
+39
| New | +$8.79K | 0.01% | 138 |
|