Mountain Capital Investment Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.81M | Buy |
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2025
Q1 | $1.62M | Buy |
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2024
Q4 | $1.53M | Sell |
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2024
Q3 | $1.5M | Sell |
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2024
Q2 | $1.33M | Buy |
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2024
Q1 | $1.32M | Buy |
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2023
Q4 | $1.21M | Buy |
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2023
Q3 | $1.02M | Buy |
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2023
Q2 | $947K | Buy |
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2023
Q1 | $901K | Sell |
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2022
Q4 | $862K | Sell |
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2022
Q3 | $3.27M | Sell |
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2022
Q2 | $3.56M | Buy |
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2022
Q1 | $3.48M | Buy |
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2021
Q4 | $2.76M | Buy |
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2021
Q3 | $2.59M | Sell |
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2021
Q2 | $2.79M | Sell |
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2021
Q1 | $2.8M | Buy |
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2020
Q4 | $2.63M | Buy |
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2020
Q3 | $2.55M | Buy |
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2020
Q2 | $683K | Buy |
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2020
Q1 | $583K | Buy |
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2019
Q4 | $478K | Buy |
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2019
Q3 | $371K | Sell |
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2019
Q2 | $392K | Buy |
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2019
Q1 | $279K | Buy |
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2017
Q4 | – | Sell |
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2017
Q3 | $18K | Buy |
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2017
Q2 | $7K | Buy |
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