Birchcreek Wealth Management’s Visa V Stock Holding History

Birchcreek Wealth Management’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	$350K	Sell
2025 Q1	$350K	Buy
2024 Q4	$310K	Sell
2024 Q3	$299K	Sell
2024 Q2	$288K	Buy
2024 Q1	$303K	Buy
2021 Q1	–	Sell
2020 Q4	$130K	Buy