Mosaic Family Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $701K | Sell |
1,974
-159
| -7% | -$56.5K | 0.09% | 104 |
|
|
2025
Q1 | $748K | Buy |
2,133
+289
| +16% | +$101K | 0.11% | 99 |
|
|
2024
Q4 | $583K | Buy |
1,844
+321
| +21% | +$101K | 0.08% | 111 |
|
|
2024
Q3 | $419K | Buy |
1,523
+29
| +2% | +$7.97K | 0.06% | 132 |
|
|
2024
Q2 | $392K | Sell |
1,494
-1,460
| -49% | -$383K | 0.06% | 135 |
|
|
2024
Q1 | $824K | Buy |
2,954
+655
| +28% | +$183K | 0.14% | 87 |
|
|
2023
Q4 | $598K | Buy |
2,299
+834
| +57% | +$217K | 0.1% | 101 |
|
|
2023
Q3 | $337K | Hold |
1,465
| – | – | 0.07% | 131 |
|
|
2023
Q2 | $348K | Sell |
1,465
-1
| -0.1% | -$237 | 0.07% | 127 |
|
|
2023
Q1 | $330K | Sell |
1,466
-14
| -0.9% | -$3.16K | 0.07% | 131 |
|
|
2022
Q4 | $308K | Buy |
+1,480
| New | +$308K | 0.09% | 134 |
|