CPC
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CFC Planning Company’s Visa V Stock Holding History

CFC Planning Company’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 		$1.98M Buy
5,588
+207
+4% +$73.5K 1.87% 24
2025
Q1 		$1.89M Buy
5,381
+305
+6% +$107K 2.06% 19
2024
Q4 		$1.6M Buy
+5,076
New +$1.6M 1.72% 27