MCIA
Mountain Capital Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
5,102
+263
| +5% | +$93.5K | 0.35% | 15 |
|
|
2025
Q1 | $1.62M | Buy |
4,839
+39
| +0.8% | +$13.1K | 0.35% | 15 |
|
|
2024
Q4 | $1.53M | Sell |
4,800
-50
| -1% | -$16K | 0.32% | 16 |
|
|
2024
Q3 | $1.5M | Sell |
4,850
-99
| -2% | -$30.7K | 0.33% | 14 |
|
|
2024
Q2 | $1.33M | Buy |
4,949
+167
| +3% | +$44.8K | 0.33% | 14 |
|
|
2024
Q1 | $1.32M | Buy |
4,782
+162
| +4% | +$44.8K | 0.37% | 13 |
|
|
2023
Q4 | $1.21M | Buy |
4,620
+445
| +11% | +$117K | 0.41% | 12 |
|
|
2023
Q3 | $1.02M | Buy |
4,175
+242
| +6% | +$59.3K | 0.38% | 15 |
|
|
2023
Q2 | $947K | Buy |
3,933
+61
| +2% | +$14.7K | 0.36% | 43 |
|
|
2023
Q1 | $901K | Sell |
3,872
-29
| -0.7% | -$6.75K | 0.4% | 47 |
|
|
2022
Q4 | $862K | Sell |
3,901
-13,637
| -78% | -$3.01M | 0.39% | 56 |
|
|
2022
Q3 | $3.27M | Sell |
17,538
-17
| -0.1% | -$3.17K | 1.71% | 12 |
|
|
2022
Q2 | $3.56M | Buy |
17,555
+1,364
| +8% | +$277K | 1.78% | 14 |
|
|
2022
Q1 | $3.48M | Buy |
16,191
+3,298
| +26% | +$708K | 1.64% | 13 |
|
|
2021
Q4 | $2.76M | Buy |
12,893
+1,649
| +15% | +$354K | 1.25% | 13 |
|
|
2021
Q3 | $2.59M | Sell |
11,244
-531
| -5% | -$122K | 1.37% | 17 |
|
|
2021
Q2 | $2.79M | Sell |
11,775
-893
| -7% | -$211K | 1.29% | 18 |
|
|
2021
Q1 | $2.8M | Buy |
12,668
+292
| +2% | +$64.5K | 1.41% | 14 |
|
|
2020
Q4 | $2.64M | Buy |
12,376
+9
| +0.1% | +$1.92K | 1.59% | 13 |
|
|
2020
Q3 | $2.55M | Buy |
12,367
+8,850
| +252% | +$1.83M | 1.65% | 15 |
|
|
2020
Q2 | $683K | Buy |
3,517
+159
| +5% | +$30.9K | 0.31% | 27 |
|
|
2020
Q1 | $583K | Buy |
3,358
+869
| +35% | +$151K | 0.3% | 22 |
|
|
2019
Q4 | $478K | Buy |
2,489
+331
| +15% | +$63.6K | 0.21% | 22 |
|
|
2019
Q3 | $371K | Sell |
2,158
-38
| -2% | -$6.53K | 0.33% | 30 |
|
|
2019
Q2 | $392K | Buy |
2,196
+413
| +23% | +$73.7K | 0.37% | 27 |
|
|
2019
Q1 | $279K | Buy |
+1,783
| New | +$279K | 0.3% | 34 |
|
|
2017
Q4 | – | Sell |
-172
| Closed | -$18K | – | 407 |
|
|
2017
Q3 | $18K | Buy |
172
+100
| +139% | +$10.5K | 0.02% | 202 |
|
|
2017
Q2 | $7K | Buy |
+72
| New | +$7K | 0.01% | 343 |
|