MPS Loria Financial Planners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Buy |
1,150
+2
| +0.2% | +$710 | 0.12% | 53 |
|
|
2025
Q1 | $402K | Buy |
1,148
+3
| +0.3% | +$1.05K | 0.12% | 51 |
|
|
2024
Q4 | $362K | Buy |
1,145
+3
| +0.3% | +$948 | 0.11% | 55 |
|
|
2024
Q3 | $314K | Hold |
1,142
| – | – | 0.09% | 60 |
|
|
2024
Q2 | $300K | Hold |
1,142
| – | – | 0.1% | 62 |
|
|
2024
Q1 | $319K | Hold |
1,142
| – | – | 0.11% | 62 |
|
|
2023
Q4 | $297K | Buy |
1,142
+6
| +0.5% | +$1.56K | 0.1% | 61 |
|
|
2023
Q3 | $261K | Hold |
1,136
| – | – | 0.1% | 64 |
|
|
2023
Q2 | $270K | Hold |
1,136
| – | – | 0.1% | 65 |
|
|
2023
Q1 | $256K | Buy |
1,136
+20
| +2% | +$4.51K | 0.1% | 64 |
|
|
2022
Q4 | $232K | Sell |
1,116
-23
| -2% | -$4.78K | 0.1% | 63 |
|
|
2022
Q3 | $202K | Buy |
+1,139
| New | +$202K | 0.08% | 66 |
|
|
2022
Q2 | – | Sell |
-996
| Closed | -$220K | – | 82 |
|
|
2022
Q1 | $220K | Hold |
996
| – | – | 0.09% | 78 |
|
|
2021
Q4 | $215K | Hold |
996
| – | – | 0.09% | 79 |
|
|
2021
Q3 | $221K | Hold |
996
| – | – | 0.1% | 76 |
|
|
2021
Q2 | $233K | Hold |
996
| – | – | 0.11% | 73 |
|
|
2021
Q1 | $210K | Hold |
996
| – | – | 0.1% | 75 |
|
|
2020
Q4 | $217K | Buy |
996
+196
| +25% | +$42.7K | 0.1% | 74 |
|
|
2020
Q3 | $160K | Hold |
800
| – | – | 0.08% | 74 |
|
|
2020
Q2 | $155K | Buy |
+800
| New | +$155K | 0.08% | 75 |
|
|
2019
Q3 | – | Sell |
-1,200
| Closed | -$208K | – | 72 |
|
|
2019
Q2 | $208K | Buy |
+1,200
| New | +$208K | 0.13% | 69 |
|
|
2017
Q3 | – | Sell |
-1,200
| Closed | -$123K | – | 320 |
|
|
2017
Q2 | $123K | Buy |
+1,200
| New | +$123K | 0.08% | 101 |
|