MWM
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MOKAN Wealth Management’s Visa V Stock Holding History

MOKAN Wealth Management’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.45M Buy
4,072
+267
+7% +$94.8K 0.81% 35
2025
Q1 		$1.33M Sell
3,805
-109
-3% -$38.2K 0.8% 36
2024
Q4 		$1.24M Buy
+3,914
New +$1.24M 0.79% 36