MLM
Mount Lucas Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,265
| Closed | -$1.66M | – | 182 |
|
|
2024
Q4 | $1.66M | Sell |
5,265
-268
| -5% | -$84.7K | 0.58% | 39 |
|
|
2024
Q3 | $1.52M | Sell |
5,533
-4,172
| -43% | -$1.15M | 0.52% | 53 |
|
|
2024
Q2 | $2.55M | Sell |
9,705
-84
| -0.9% | -$22K | 0.73% | 37 |
|
|
2024
Q1 | $2.73M | Sell |
9,789
-786
| -7% | -$219K | 0.75% | 33 |
|
|
2023
Q4 | $2.75M | Buy |
+10,575
| New | +$2.75M | 0.79% | 32 |
|
|
2019
Q1 | – | Sell |
-19,183
| Closed | -$2.53M | – | 94 |
|
|
2018
Q4 | $2.53M | Buy |
19,183
+539
| +3% | +$71.1K | 0.32% | 28 |
|
|
2018
Q3 | $2.8M | Sell |
18,644
-1,977
| -10% | -$297K | 0.41% | 40 |
|
|
2018
Q2 | $2.73M | Sell |
20,621
-377
| -2% | -$49.9K | 0.41% | 45 |
|
|
2018
Q1 | $2.51M | Buy |
+20,998
| New | +$2.51M | 0.4% | 64 |
|