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Moran Wealth Management, LLC → V
Moran Wealth Management, LLC V Position History
Visa Inc. • Services
Quarters held
8
Latest value
$715K
Q3 2026
Peak value
$28.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $21.9M |
| Q4 2025 | $189K |
| Q1 2026 | $177K |
| Q1 2026 | $25.4M |
| Q2 2026 | $26.9M |
| Q2 2026 | $583K |
| Q3 2026 | $28.3M |
| Q3 2026 | $715K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $715K | 2.0K | — | — |
| Q3 2026 | $28.3M | 78.8K | — | — |
| Q2 2026 | $583K | 1.7K | — | — |
| Q2 2026 | $26.9M | 78.3K | — | — |
| Q1 2026 | $25.4M | 84.0K | — | — |
| Q1 2026 | $177K | 584 | — | — |
| Q4 2025 | $189K | 538 | — | — |
| Q4 2025 | $21.9M | 62.4K | — | — |
Other funds holding V
$54.7B
$53.6B
$50.5B
$49.1B
$29.1B
$28.4B