AssuredPartners Investment Advisors’s Visa V Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.93M	Sell	8,254 -749	-8%	-$266K	0.72%	34
2025 Q1	$3.16M	Buy	9,003 +101	+1%	+$35.4K	0.61%	41
2024 Q4	$2.81M	Buy	+8,902	New	+$2.81M	0.55%	47