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Claris Financial’s Visa V Stock Holding History

Claris Financial’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 		$1.19M Buy
3,354
+87
+3% +$30.9K 0.9% 23
2025
Q1 		$1.03M Hold
3,267
– – 0.68% 38
2024
Q4 		$1.03M Buy
+3,267
New +$1.03M 0.68% 38