MSH Capital Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Sell |
5,976
-80
| -1% | -$28.4K | 0.61% | 47 |
|
|
2025
Q1 | $2.12M | Sell |
6,056
-296
| -5% | -$104K | 0.66% | 45 |
|
|
2024
Q4 | $2.01M | Sell |
6,352
-135
| -2% | -$42.7K | 0.63% | 49 |
|
|
2024
Q3 | $1.78M | Buy |
6,487
+1,877
| +41% | +$516K | 0.55% | 60 |
|
|
2024
Q2 | $1.21M | Sell |
4,610
-436
| -9% | -$114K | 0.4% | 74 |
|
|
2024
Q1 | $1.41M | Sell |
5,046
-395
| -7% | -$110K | 0.49% | 63 |
|
|
2023
Q4 | $1.42M | Sell |
5,441
-670
| -11% | -$174K | 0.53% | 62 |
|
|
2023
Q3 | $1.41M | Buy |
6,111
+203
| +3% | +$46.7K | 0.55% | 62 |
|
|
2023
Q2 | $1.4M | Buy |
5,908
+3,328
| +129% | +$790K | 0.51% | 67 |
|
|
2023
Q1 | $582K | Sell |
2,580
-72
| -3% | -$16.2K | 0.25% | 105 |
|
|
2022
Q4 | $551K | Sell |
2,652
-146
| -5% | -$30.3K | 0.25% | 106 |
|
|
2022
Q3 | $497K | Sell |
2,798
-98
| -3% | -$17.4K | 0.24% | 105 |
|
|
2022
Q2 | $570K | Buy |
2,896
+90
| +3% | +$17.7K | 0.26% | 98 |
|
|
2022
Q1 | $622K | Buy |
2,806
+690
| +33% | +$153K | 0.26% | 99 |
|
|
2021
Q4 | $459K | Buy |
+2,116
| New | +$459K | 0.21% | 110 |
|