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BXM Wealth’s Visa V Stock Holding History

BXM Wealth’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 		$347K Buy
977
+143
+17% +$50.8K 0.41% 69
2025
Q1 		$291K Buy
834
+30
+4% +$10.5K 0.35% 82
2024
Q4 		$254K Buy
+804
New +$254K 0.36% 76