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Claris Advisors’s Visa V Stock Holding History

Claris Advisors’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-632
Closed -$221K – 85
2025
Q1 		$221K Buy
+632
New +$221K 0.08% 72
2024
Q4 		– Sell
-293
Closed -$80.6K – 1099
2024
Q3 		$80.6K Buy
+293
New +$80.6K 0.03% 90