BWM
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Bernard Wealth Management’s Visa V Stock Holding History

Bernard Wealth Management’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 		$4.26M Buy
11,988
+368
+3% +$131K 1.97% 12
2025
Q1 		$4.07M Buy
11,620
+1,377
+13% +$483K 1.99% 13
2024
Q4 		$3.24M Buy
+10,243
New +$3.24M 1.52% 15