Morton Capital Management’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 | $1.28M | Sell |
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|
2025
Q2 | $1.47M | Buy |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $820K | Sell |
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|
2024
Q1 | $872K | Buy |
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|
2023
Q4 | $791K | Buy |
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|
2023
Q3 | $670K | Hold |
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|
2023
Q2 | $691K | Sell |
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|
2023
Q1 | $665K | Sell |
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|
2022
Q4 | $662K | Buy |
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|
2022
Q3 | $553K | Sell |
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|
2022
Q2 | $646K | Buy |
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|
2022
Q1 | $706K | Sell |
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|
2021
Q4 | $691K | Buy |
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