MorganRosel Wealth 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 | $171K | Sell |
481
-23
| -5% | -$8.17K | 0.05% | 112 |
|
|
2025
Q1 | $177K | Buy |
+504
| New | +$177K | 0.05% | 107 |
|
|
2020
Q4 | – | Sell |
-3,658
| Closed | -$731K | – | 80 |
|
|
2020
Q3 | $731K | Sell |
3,658
-681
| -16% | -$136K | 0.59% | 33 |
|
|
2020
Q2 | $838K | Sell |
4,339
-321
| -7% | -$62K | 0.78% | 21 |
|
|
2020
Q1 | $751K | Sell |
4,660
-167
| -3% | -$26.9K | 0.86% | 19 |
|
|
2019
Q4 | $907K | Sell |
4,827
-233
| -5% | -$43.8K | 0.69% | 22 |
|
|
2019
Q3 | $870K | Buy |
5,060
+102
| +2% | +$17.5K | 0.71% | 23 |
|
|
2019
Q2 | $860K | Sell |
4,958
-148
| -3% | -$25.7K | 0.71% | 28 |
|
|
2019
Q1 | $798K | Sell |
5,106
-376
| -7% | -$58.8K | 0.68% | 33 |
|
|
2018
Q4 | $723K | Buy |
+5,482
| New | +$723K | 0.75% | 33 |
|