Mutual Advisors’s Visa V Stock Holding History

Mutual Advisors’s Portfolio V Stock Details V Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$15.5M	Sell	43,542 -352	-0.8%	-$126K	0.39%	38
2025 Q1	$14.7M	Sell	43,894 -2,016	-4%	-$676K	0.42%	37
2024 Q4	$14.6M	Sell	45,910 -2,200	-5%	-$698K	0.42%	32
2024 Q3	$13.6M	Sell	48,110 -846	-2%	-$240K	0.4%	36
2024 Q2	$12.8M	Buy	48,956 +601	+1%	+$157K	0.39%	38
2024 Q1	$13.5M	Buy	48,355 +4,852	+11%	+$1.35M	0.43%	35
2023 Q4	$11.3M	Buy	43,503 +525	+1%	+$137K	0.39%	38
2023 Q3	$9.89M	Sell	42,978 -1,375	-3%	-$316K	0.39%	41
2023 Q2	$10.5M	Buy	44,353 +117	+0.3%	+$27.8K	0.4%	37
2023 Q1	$9.97M	Buy	44,236 +382	+0.9%	+$86.1K	0.41%	35
2022 Q4	$9.11M	Buy	43,854 +1,513	+4%	+$314K	0.41%	39
2022 Q3	$7.52M	Buy	42,341 +16,946	+67%	+$3.01M	0.39%	43
2022 Q2	$5M	Buy	25,395 +4,087	+19%	+$805K	0.33%	66
2022 Q1	$4.73M	Buy	21,308 +164	+0.8%	+$36.4K	0.26%	78
2021 Q4	$4.58M	Buy	21,144 +863	+4%	+$187K	0.24%	86
2021 Q3	$4.52M	Buy	20,281 +2,167	+12%	+$483K	0.27%	86
2021 Q2	$4.24M	Buy	18,114 +1,684	+10%	+$394K	0.25%	98
2021 Q1	$3.48M	Sell	16,430 -1,305	-7%	-$276K	0.24%	99
2020 Q4	$3.88M	Sell	17,735 -1,226	-6%	-$268K	0.29%	74
2020 Q3	$3.79M	Buy	18,961 +1,174	+7%	+$235K	0.33%	67
2020 Q2	$3.44M	Buy	17,787 +3,265	+22%	+$631K	0.34%	64
2020 Q1	$2.34M	Buy	14,522 +2,827	+24%	+$456K	0.32%	73
2019 Q4	$2.2M	Sell	11,695 -381	-3%	-$71.6K	0.23%	107
2019 Q3	$2.08M	Buy	12,076 +1,212	+11%	+$208K	0.27%	89
2019 Q2	$1.89M	Buy	10,864 +3,072	+39%	+$533K	0.24%	94
2019 Q1	$1.22M	Buy	7,792 +1,356	+21%	+$212K	0.18%	135
2018 Q4	$849K	Sell	6,436 -567	-8%	-$74.8K	0.17%	154
2018 Q3	$1.05M	Buy	7,003 +1,077	+18%	+$162K	0.16%	159
2018 Q2	$785K	Buy	5,926 +378	+7%	+$50.1K	0.18%	175
2018 Q1	$664K	Buy	5,548 +1,217	+28%	+$146K	0.17%	199
2017 Q4	$494K	Buy	+4,331	New	+$494K	0.19%	154