Moss Adams Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
5,683
+1,048
| +23% | +$372K | 0.18% | 51 |
|
|
2025
Q1 | $1.62M | Buy |
4,635
+1,001
| +28% | +$351K | 0.17% | 46 |
|
|
2024
Q4 | $1.15M | Sell |
3,634
-109
| -3% | -$34.4K | 0.12% | 52 |
|
|
2024
Q3 | $1.03M | Buy |
3,743
+310
| +9% | +$85.2K | 0.11% | 56 |
|
|
2024
Q2 | $901K | Buy |
3,433
+751
| +28% | +$197K | 0.12% | 53 |
|
|
2024
Q1 | $748K | Buy |
2,682
+455
| +20% | +$127K | 0.12% | 59 |
|
|
2023
Q4 | $580K | Buy |
2,227
+115
| +5% | +$29.9K | 0.12% | 52 |
|
|
2023
Q3 | $486K | Buy |
2,112
+1,140
| +117% | +$262K | 0.17% | 42 |
|
|
2023
Q2 | $231K | Sell |
972
-207
| -18% | -$49.2K | 0.08% | 82 |
|
|
2023
Q1 | $266K | Sell |
1,179
-111
| -9% | -$25K | 0.09% | 74 |
|
|
2022
Q4 | $268K | Buy |
+1,290
| New | +$268K | 0.13% | 81 |
|