CWM
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Centricity Wealth Management’s Visa V Stock Holding History

Centricity Wealth Management’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$860K Hold
2,422
– – 0.69% 28
2025
Q1 		$849K Hold
2,422
– – 0.77% 25
2024
Q4 		$765K Buy
+2,422
New +$765K 0.71% 30