Bell & Brown Wealth Advisors’s Visa V Stock Holding History

Bell & Brown Wealth Advisors’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$337K	Buy
2025 Q1	$318K	Buy
2024 Q4	$270K	Sell
2024 Q3	$251K	Sell
2024 Q2	$279K	Buy
2024 Q1	$227K	Hold
2023 Q4	$212K	Buy