AWM
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Apex Wealth Management’s Visa V Stock Holding History

Apex 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 		$322K Buy
908
+35
+4% +$12.4K 0.26% 42
2025
Q1 		$306K Buy
873
+16
+2% +$5.61K 0.28% 41
2024
Q4 		$271K Buy
+857
New +$271K 0.23% 43