Burr Financial Services’s Visa V Stock Holding History

Burr Financial Services’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 Q3	$408K	Hold
2025 Q2	$424K	Sell
2025 Q1	$438K	Sell
2024 Q4	$599K	Sell
2024 Q3	$549K	Hold
2024 Q2	$524K	Sell
2024 Q1	$618K	Hold
2023 Q4	$623K	Buy