Morton 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 | $1.47M | Buy |
4,133
+291
| +8% | +$103K | 0.26% | 37 |
|
|
2025
Q1 | $1.35M | Buy |
3,842
+180
| +5% | +$63.1K | 0.26% | 37 |
|
|
2024
Q4 | $1.16M | Sell |
3,662
-3
| -0.1% | -$948 | 0.22% | 43 |
|
|
2024
Q3 | $1.01M | Buy |
3,665
+542
| +17% | +$149K | 0.2% | 43 |
|
|
2024
Q2 | $820K | Sell |
3,123
-2
| -0.1% | -$525 | 0.19% | 47 |
|
|
2024
Q1 | $872K | Buy |
3,125
+86
| +3% | +$24K | 0.24% | 42 |
|
|
2023
Q4 | $791K | Buy |
3,039
+128
| +4% | +$33.3K | 0.24% | 40 |
|
|
2023
Q3 | $670K | Hold |
2,911
| – | – | 0.24% | 40 |
|
|
2023
Q2 | $691K | Sell |
2,911
-40
| -1% | -$9.5K | 0.24% | 42 |
|
|
2023
Q1 | $665K | Sell |
2,951
-236
| -7% | -$53.2K | 0.24% | 45 |
|
|
2022
Q4 | $662K | Buy |
3,187
+76
| +2% | +$15.8K | 0.26% | 38 |
|
|
2022
Q3 | $553K | Sell |
3,111
-171
| -5% | -$30.4K | 0.25% | 39 |
|
|
2022
Q2 | $646K | Buy |
3,282
+99
| +3% | +$19.5K | 0.28% | 36 |
|
|
2022
Q1 | $706K | Sell |
3,183
-8
| -0.3% | -$1.77K | 0.29% | 35 |
|
|
2021
Q4 | $691K | Buy |
+3,191
| New | +$691K | 0.28% | 37 |
|