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Burling Wealth Partners’s Visa V Stock Holding History

Burling Wealth Partners’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 		$3.51M Sell
9,879
-1,748
-15% -$621K 0.65% 44
2025
Q1 		$4.07M Sell
11,627
-451
-4% -$158K 0.86% 36
2024
Q4 		$3.82M Buy
+12,078
New +$3.82M 0.78% 40