BankPlus Wealth Management’s Visa V Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.18M	Buy	3,338 +29	+0.9%	+$10.3K	0.79%	20
2025 Q1	$1.16M	Sell	3,309 -26	-0.8%	-$9.11K	0.85%	19
2024 Q4	$1.05M	Buy	+3,335	New	+$1.05M	0.79%	20