CBIZ Investment Advisory Services’s Visa V Stock Holding History

CBIZ Investment Advisory 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 Q2	$135K	Buy
2025 Q1	$99.2K	Buy
2024 Q4	$34.5K	Buy
2024 Q3	$27.5K	Hold
2024 Q2	$26.3K	Hold
2024 Q1	$28K	Buy
2020 Q2	–	Hold
2020 Q1	–	Hold