MTM Investment Management’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.18M | Buy |
3,314
+179
| +6% | +$63.6K | 0.4% | 65 |
|
2025
Q1 | $1.09M | Sell |
3,135
-176
| -5% | -$61K | 0.42% | 65 |
|
2024
Q4 | $1.05M | Buy |
3,311
+28
| +0.9% | +$8.85K | 0.4% | 69 |
|
2024
Q3 | $912K | Buy |
3,283
+5
| +0.2% | +$1.39K | 0.36% | 74 |
|
2024
Q2 | $860K | Buy |
3,278
+17
| +0.5% | +$4.46K | 0.35% | 75 |
|
2024
Q1 | $910K | Buy |
3,261
+100
| +3% | +$27.9K | 0.38% | 70 |
|
2023
Q4 | $823K | Hold |
3,161
| – | – | 0.38% | 72 |
|
2023
Q3 | $727K | Buy |
3,161
+18
| +0.6% | +$4.14K | 0.37% | 74 |
|
2023
Q2 | $746K | Buy |
3,143
+11
| +0.4% | +$2.61K | 0.36% | 76 |
|
2023
Q1 | $706K | Buy |
3,132
+74
| +2% | +$16.7K | 0.36% | 79 |
|
2022
Q4 | $635K | Buy |
3,058
+255
| +9% | +$53K | 0.33% | 86 |
|
2022
Q3 | $498K | Buy |
2,803
+205
| +8% | +$36.4K | 0.28% | 95 |
|
2022
Q2 | $517K | Buy |
2,598
+390
| +18% | +$77.6K | 0.28% | 98 |
|
2022
Q1 | $490K | Buy |
2,208
+644
| +41% | +$143K | 0.24% | 104 |
|
2021
Q4 | $339K | Buy |
1,564
+387
| +33% | +$83.9K | 0.16% | 124 |
|
2021
Q3 | $262K | Buy |
+1,177
| New | +$262K | 0.14% | 132 |
|