AFA
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Allium Financial Advisors’s Visa V Stock Holding History

Allium Financial Advisors’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 		$540K Hold
1,522
– – 0.4% 37
2025
Q1 		$533K Buy
+1,522
New +$533K 0.49% 36