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 |
|