MPS Loria Financial Planners’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 | $393K | Buy |
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|
2025
Q2 | $408K | Buy |
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|
2025
Q1 | $402K | Buy |
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|
2024
Q4 | $362K | Buy |
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|
2024
Q3 | $314K | Hold |
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|
2024
Q2 | $300K | Hold |
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|
2024
Q1 | $319K | Hold |
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|
2023
Q4 | $297K | Buy |
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|
2023
Q3 | $261K | Hold |
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|
2023
Q2 | $270K | Hold |
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|
2023
Q1 | $256K | Buy |
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|
2022
Q4 | $232K | Sell |
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|
2022
Q3 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $220K | Hold |
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|
2021
Q4 | $215K | Hold |
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|
2021
Q3 | $221K | Hold |
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|
2021
Q2 | $233K | Hold |
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|
2021
Q1 | $210K | Hold |
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|
2020
Q4 | $217K | Buy |
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|
2020
Q3 | $160K | Hold |
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|
2020
Q2 | $155K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $208K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $123K | Buy |
|