Avantra Family Wealth’s Visa V Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.68M	Sell	4,737 -73	-2%	-$25.9K	1.39%	14
2025 Q1	$1.69M	Buy	4,810 +59	+1%	+$20.7K	1.62%	7
2024 Q4	$1.5M	Buy	+4,751	New	+$1.5M	1.4%	10