AWM
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Able Wealth Management’s Visa V Stock Holding History

Able Wealth Management’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$251K Buy
+706
New +$251K 0.13% 92
2024
Q1 		– Sell
-509
Closed -$133K – 543
2023
Q4 		$133K Buy
+509
New +$133K 0.12% 88