AWM
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Ariadne Wealth Management’s Visa V Stock Holding History

Ariadne 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 		$1.7M Sell
4,962
-141
-3% -$48.4K 0.81% 29
2025
Q1 		$1.8M Sell
5,103
-63
-1% -$22.2K 0.94% 25
2024
Q4 		$1.81M Buy
5,166
+377
+8% +$132K 0.83% 29
2024
Q3 		$1.46M Buy
+4,789
New +$1.46M 0.8% 28