BWMG
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Barnes Wealth Management Group’s Visa V Stock Holding History

Barnes Wealth Management Group’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 		$265K Sell
747
-66
-8% -$23.4K 0.16% 125
2025
Q1 		$285K Sell
813
-67
-8% -$23.5K 0.18% 111
2024
Q4 		$278K Buy
+880
New +$278K 0.19% 108