BSTWA
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Blake Schutter Theil Wealth Advisors’s Visa V Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$247K Hold
697
– – 0.28% 91
2025
Q1 		$244K Sell
697
-57
-8% -$20K 0.28% 96
2024
Q4 		$238K Sell
754
-4,450
-86% -$1.41M 0.25% 101
2024
Q3 		$1.43M Buy
+5,204
New +$1.43M 1.03% 17