Mosley Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $506K | Buy |
1,506
+128
| +9% | +$43K | 0.31% | 74 |
|
|
2024
Q3 | $395K | Buy |
1,378
+212
| +18% | +$60.8K | 0.27% | 82 |
|
|
2024
Q2 | $306K | Buy |
1,166
+27
| +2% | +$7.09K | 0.26% | 81 |
|
|
2024
Q1 | $318K | Sell |
1,139
-46
| -4% | -$12.8K | 0.3% | 76 |
|
|
2023
Q4 | $309K | Buy |
+1,185
| New | +$309K | 0.3% | 74 |
|