Mosaic Family Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $701K | Sell |
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|
2025
Q1 | $748K | Buy |
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|
2024
Q4 | $583K | Buy |
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|
2024
Q3 | $419K | Buy |
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|
2024
Q2 | $392K | Sell |
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|
2024
Q1 | $824K | Buy |
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|
2023
Q4 | $598K | Buy |
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|
2023
Q3 | $337K | Hold |
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|
2023
Q2 | $348K | Sell |
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|
2023
Q1 | $330K | Sell |
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|
2022
Q4 | $308K | Buy |
|