AWM
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Aegis Wealth Management’s Visa V Stock Holding History

Aegis Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$332K Hold
948
– – 0.2% 81
2025
Q1 		$332K Hold
948
– – 0.2% 86
2024
Q4 		$300K Buy
+948
New +$300K 0.2% 83