MSWM
Mowery & Schoenfeld Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
3,349
+2
| +0.1% | +$710 | 1.81% | 11 |
|
|
2025
Q1 | $1.17M | Buy |
3,347
+1,795
| +116% | +$629K | 2.3% | 8 |
|
|
2024
Q4 | $490K | Buy |
1,552
+117
| +8% | +$37K | 0.95% | 22 |
|
|
2024
Q3 | $395K | Buy |
1,435
+125
| +10% | +$34.4K | 0.62% | 26 |
|
|
2024
Q2 | $344K | Buy |
1,310
+130
| +11% | +$34.1K | 0.49% | 26 |
|
|
2024
Q1 | $329K | Sell |
1,180
-6
| -0.5% | -$1.67K | 0.63% | 22 |
|
|
2023
Q4 | $309K | Buy |
+1,186
| New | +$309K | 0.62% | 22 |
|