CPL
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Capital & Planning LLC’s Visa V Stock Holding History

Capital & Planning LLC’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 		$15.1M Buy
42,625
+157
+0.4% +$55.7K 10.28% 3
2025
Q1 		$14.9M Buy
42,468
+250
+0.6% +$87.6K 11.05% 2
2024
Q4 		$13.3M Buy
+42,218
New +$13.3M 9.76% 4