BankPlus Trust Department’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.08M Buy
5,864
+484
+9% +$172K 0.62% 40
2025
Q1
$1.89M Buy
5,380
+129
+2% +$45.2K 0.63% 37
2024
Q4
$1.66M Buy
+5,251
New +$1.66M 0.54% 41