BWM
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Bosman Wealth Management’s Visa V Stock Holding History

Bosman 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 		$213K Sell
600
-100
-14% -$35.5K 0.19% 38
2025
Q1 		$245K Sell
700
-2
-0.3% -$701 0.25% 37
2024
Q4 		$222K Buy
+702
New +$222K 0.21% 34