MWM
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Moran Wealth Management’s Visa V Stock Holding History

Moran 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 		$18.8M Buy
+52,827
New +$18.8M 0.58% 47
2023
Q1 		– Sell
-1,115
Closed -$232K – 374
2022
Q4 		$232K Buy
+1,115
New +$232K 0.01% 331