Moseley Investment 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
$2.47M Buy
6,968
+511
+8% +$181K 0.85% 32
2025
Q1
$2.26M Buy
6,457
+20
+0.3% +$7.01K 0.89% 29
2024
Q4
$2.03M Sell
6,437
-445
-6% -$141K 0.79% 28
2024
Q3
$1.89M Buy
6,882
+725
+12% +$199K 0.76% 32
2024
Q2
$1.62M Buy
6,157
+68
+1% +$17.8K 0.75% 35
2024
Q1
$1.7M Sell
6,089
-14
-0.2% -$3.91K 0.84% 31
2023
Q4
$1.59M Buy
6,103
+414
+7% +$108K 0.88% 28
2023
Q3
$1.31M Sell
5,689
-10
-0.2% -$2.3K 0.78% 32
2023
Q2
$1.35M Buy
5,699
+257
+5% +$61K 0.79% 31
2023
Q1
$1.23M Buy
5,442
+121
+2% +$27.3K 0.8% 33
2022
Q4
$1.11M Buy
5,321
+38
+0.7% +$7.9K 0.79% 34
2022
Q3
$938K Buy
5,283
+60
+1% +$10.7K 0.69% 39
2022
Q2
$1.03M Sell
5,223
-43
-0.8% -$8.46K 0.72% 38
2022
Q1
$1.17M Buy
5,266
+212
+4% +$47K 0.63% 46
2021
Q4
$1.1M Buy
5,054
+239
+5% +$51.8K 0.5% 61
2021
Q3
$1.11M Buy
4,815
+169
+4% +$39K 0.56% 59
2021
Q2
$1.09M Buy
4,646
+750
+19% +$175K 0.53% 56
2021
Q1
$825K Sell
3,896
-2,547
-40% -$539K 0.46% 66
2020
Q4
$1.41M Buy
6,443
+200
+3% +$43.7K 0.82% 35
2020
Q3
$1.25M Buy
6,243
+241
+4% +$48.2K 0.89% 29
2020
Q2
$1.16M Buy
6,002
+287
+5% +$55.4K 0.96% 27
2020
Q1
$921K Buy
5,715
+280
+5% +$45.1K 1.08% 26
2019
Q4
$1.02M Buy
5,435
+63
+1% +$11.8K 1% 30
2019
Q3
$924K Buy
5,372
+283
+6% +$48.7K 0.97% 34
2019
Q2
$883K Buy
5,089
+195
+4% +$33.8K 0.82% 39
2019
Q1
$764K Buy
+4,894
New +$764K 0.79% 39