MWA
Moser Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $902K | Buy |
2,540
+61
| +2% | +$21.7K | 0.43% | 46 |
|
|
2025
Q1 | $869K | Buy |
2,479
+54
| +2% | +$18.9K | 0.46% | 44 |
|
|
2024
Q4 | $766K | Hold |
2,425
| – | – | 0.4% | 46 |
|
|
2024
Q3 | $667K | Sell |
2,425
-25
| -1% | -$6.87K | 0.35% | 49 |
|
|
2024
Q2 | $643K | Hold |
2,450
| – | – | 0.35% | 47 |
|
|
2024
Q1 | $684K | Sell |
2,450
-50
| -2% | -$14K | 0.38% | 49 |
|
|
2023
Q4 | $651K | Hold |
2,500
| – | – | 0.42% | 45 |
|
|
2023
Q3 | $575K | Buy |
2,500
+60
| +2% | +$13.8K | 0.4% | 50 |
|
|
2023
Q2 | $579K | Buy |
+2,440
| New | +$579K | 0.39% | 50 |
|
|
2022
Q4 | $505K | Hold |
2,430
| – | – | 0.38% | 50 |
|
|
2022
Q3 | $432K | Buy |
2,430
+15
| +0.6% | +$2.67K | 0.34% | 54 |
|
|
2022
Q2 | $475K | Hold |
2,415
| – | – | 0.35% | 53 |
|
|
2022
Q1 | $536K | Hold |
2,415
| – | – | 0.34% | 54 |
|
|
2021
Q4 | $523K | Hold |
2,415
| – | – | 0.32% | 53 |
|
|
2021
Q3 | $538K | Buy |
2,415
+32
| +1% | +$7.13K | 0.34% | 53 |
|
|
2021
Q2 | $557K | Hold |
2,383
| – | – | 0.36% | 52 |
|
|
2021
Q1 | $505K | Buy |
2,383
+108
| +5% | +$22.9K | 0.35% | 51 |
|
|
2020
Q4 | $498K | Buy |
2,275
+250
| +12% | +$54.7K | 0.37% | 48 |
|
|
2020
Q3 | $405K | Buy |
2,025
+350
| +21% | +$70K | 0.32% | 49 |
|
|
2020
Q2 | $324K | Hold |
1,675
| – | – | 0.31% | 45 |
|
|
2020
Q1 | $270K | Buy |
1,675
+1,025
| +158% | +$165K | 0.31% | 45 |
|
|
2019
Q4 | $122K | Buy |
+650
| New | +$122K | 0.12% | 63 |
|