Atwood & Palmer’s Visa V Stock Holding History

Atwood & Palmer’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	$491K	Hold	1,382	–	–	0.03%	115
2025 Q1	$484K	Buy	1,382 +762	+123%	+$267K	0.03%	110
2024 Q4	$196K	Buy	620 +13	+2%	+$4.11K	0.01%	146
2024 Q3	$167K	Buy	607 +3	+0.5%	+$825	0.01%	156
2024 Q2	$159K	Sell	604 -150	-20%	-$39.4K	0.01%	154
2024 Q1	$210K	Buy	754 +29	+4%	+$8.09K	0.02%	145
2023 Q4	$189K	Hold	725	–	–	0.02%	151
2023 Q3	$167K	Hold	725	–	–	0.01%	149
2023 Q2	$172K	Buy	725 +525	+263%	+$125K	0.02%	159
2023 Q1	$45.1K	Hold	200	–	–	﹤0.01%	205
2022 Q4	$41.6K	Hold	200	–	–	﹤0.01%	221
2022 Q3	$36K	Hold	200	–	–	﹤0.01%	218
2022 Q2	$39K	Sell	200 -39	-16%	-$7.61K	﹤0.01%	231
2022 Q1	$53K	Sell	239 -353	-60%	-$78.3K	﹤0.01%	214
2021 Q4	$128K	Hold	592	–	–	0.01%	167
2021 Q3	$132K	Buy	592 +85	+17%	+$19K	0.01%	168
2021 Q2	$119K	Buy	507 +39	+8%	+$9.15K	0.01%	176
2021 Q1	$99K	Hold	468	–	–	0.01%	181
2020 Q4	$102K	Hold	468	–	–	0.01%	171
2020 Q3	$94K	Hold	468	–	–	0.01%	163
2020 Q2	$90K	Hold	468	–	–	0.01%	160
2020 Q1	$75K	Buy	468 +200	+75%	+$32.1K	0.01%	162
2019 Q4	$50K	Hold	268	–	–	0.01%	183
2019 Q3	$46K	Hold	268	–	–	0.01%	190
2019 Q2	$47K	Sell	268 -60	-18%	-$10.5K	0.01%	180
2019 Q1	$51K	Hold	328	–	–	0.01%	174
2018 Q4	$43K	Buy	328 +60	+22%	+$7.87K	0.01%	176
2018 Q3	$40K	Hold	268	–	–	0.01%	193
2018 Q2	$35K	Hold	268	–	–	﹤0.01%	197
2018 Q1	$32K	Hold	268	–	–	﹤0.01%	202
2017 Q4	$31K	Hold	268	–	–	﹤0.01%	203
2017 Q3	$28K	Sell	268 -160	-37%	-$16.7K	﹤0.01%	207
2017 Q2	$40K	Hold	428	–	–	0.01%	195
2017 Q1	$38K	Hold	428	–	–	0.01%	188
2016 Q4	$33K	Hold	428	–	–	0.01%	194
2016 Q3	$35K	Hold	428	–	–	0.01%	190
2016 Q2	$32K	Hold	428	–	–	0.01%	198
2016 Q1	$33K	Hold	428	–	–	0.01%	200
2015 Q4	$33K	Hold	428	–	–	0.01%	227
2015 Q3	$30K	Hold	428	–	–	0.01%	228
2015 Q2	$29K	Buy	428 +152	+55%	+$10.3K	0.01%	216
2015 Q1	$18K	Hold	276	–	–	﹤0.01%	243
2014 Q4	$19K	Hold	276	–	–	﹤0.01%	257
2014 Q3	$15K	Buy	+276	New	+$15K	﹤0.01%	275