CCG Wealth Management’s Visa V Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$264K	Buy	743 +57	+8%	+$20.2K	0.14%	67
2025 Q1	$240K	Buy	+686	New	+$240K	0.14%	68
2021 Q1	–	Sell	-2,348	Closed	-$514K	–	89
2020 Q4	$514K	Buy	+2,348	New	+$514K	0.54%	35