CarsonAllaria Wealth Management’s Visa V Stock Holding History

CarsonAllaria Wealth Management’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	–	Sell
2025 Q2	$47.8K	Hold
2025 Q1	$47.2K	Hold
2024 Q4	$42.6K	Hold
2024 Q3	$37K	Hold
2024 Q2	$35.4K	Buy