Mountain Pacific Investment Advisers’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $867K | Sell |
2,441
-950
| -28% | -$337K | 0.06% | 85 |
|
2025
Q1 | $1.19M | Sell |
3,391
-350
| -9% | -$123K | 0.09% | 79 |
|
2024
Q4 | $1.18M | Sell |
3,741
-400
| -10% | -$126K | 0.08% | 76 |
|
2024
Q3 | $1.14M | Sell |
4,141
-450
| -10% | -$124K | 0.08% | 80 |
|
2024
Q2 | $1.21M | Sell |
4,591
-25
| -0.5% | -$6.56K | 0.09% | 74 |
|
2024
Q1 | $1.29M | Sell |
4,616
-25
| -0.5% | -$6.98K | 0.07% | 77 |
|
2023
Q4 | $1.21M | Buy |
4,641
+688
| +17% | +$179K | 0.07% | 77 |
|
2023
Q3 | $909K | Buy |
3,953
+16
| +0.4% | +$3.68K | 0.06% | 84 |
|
2023
Q2 | $935K | Sell |
3,937
-130
| -3% | -$30.9K | 0.06% | 84 |
|
2023
Q1 | $917K | Hold |
4,067
| – | – | 0.06% | 82 |
|
2022
Q4 | $845K | Sell |
4,067
-75
| -2% | -$15.6K | 0.06% | 80 |
|
2022
Q3 | $736K | Sell |
4,142
-583
| -12% | -$104K | 0.06% | 80 |
|
2022
Q2 | $930K | Hold |
4,725
| – | – | 0.07% | 76 |
|
2022
Q1 | $1.05M | Buy |
4,725
+45
| +1% | +$9.98K | 0.07% | 78 |
|
2021
Q4 | $1.01M | Sell |
4,680
-160
| -3% | -$34.7K | 0.06% | 79 |
|
2021
Q3 | $1.08M | Hold |
4,840
| – | – | 0.07% | 80 |
|
2021
Q2 | $1.13M | Hold |
4,840
| – | – | 0.07% | 76 |
|
2021
Q1 | $1.03M | Hold |
4,840
| – | – | 0.07% | 78 |
|
2020
Q4 | $1.06M | Sell |
4,840
-400
| -8% | -$87.5K | 0.08% | 76 |
|
2020
Q3 | $1.05M | Hold |
5,240
| – | – | 0.09% | 70 |
|
2020
Q2 | $1.01M | Buy |
5,240
+520
| +11% | +$100K | 0.09% | 75 |
|
2020
Q1 | $760K | Buy |
4,720
+160
| +4% | +$25.8K | 0.08% | 75 |
|
2019
Q4 | $857K | Hold |
4,560
| – | – | 0.07% | 79 |
|
2019
Q3 | $784K | Hold |
4,560
| – | – | 0.07% | 78 |
|
2019
Q2 | $791K | Buy |
4,560
+760
| +20% | +$132K | 0.07% | 77 |
|
2019
Q1 | $594K | Hold |
3,800
| – | – | 0.06% | 81 |
|
2018
Q4 | $501K | Hold |
3,800
| – | – | 0.06% | 83 |
|
2018
Q3 | $570K | Hold |
3,800
| – | – | 0.05% | 85 |
|
2018
Q2 | $503K | Hold |
3,800
| – | – | 0.05% | 87 |
|
2018
Q1 | $455K | Sell |
3,800
-88
| -2% | -$10.5K | 0.05% | 88 |
|
2017
Q4 | $443K | Hold |
3,888
| – | – | 0.05% | 86 |
|
2017
Q3 | $409K | Hold |
3,888
| – | – | 0.04% | 88 |
|
2017
Q2 | $365K | Hold |
3,888
| – | – | 0.04% | 89 |
|
2017
Q1 | $346K | Hold |
3,888
| – | – | 0.04% | 89 |
|
2016
Q4 | $303K | Hold |
3,888
| – | – | 0.03% | 90 |
|
2016
Q3 | $322K | Hold |
3,888
| – | – | 0.04% | 89 |
|
2016
Q2 | $288K | Hold |
3,888
| – | – | 0.03% | 93 |
|
2016
Q1 | $297K | Buy |
3,888
+1,200
| +45% | +$91.7K | 0.03% | 91 |
|
2015
Q4 | $208K | Sell |
2,688
-540
| -17% | -$41.8K | 0.03% | 96 |
|
2015
Q3 | $225K | Hold |
3,228
| – | – | 0.03% | 99 |
|
2015
Q2 | $217K | Hold |
3,228
| – | – | 0.03% | 99 |
|
2015
Q1 | $211K | Buy |
3,228
+88
| +3% | +$5.75K | 0.02% | 103 |
|
2014
Q4 | $206K | Buy |
+3,140
| New | +$206K | 0.03% | 106 |
|