CA
V icon

Clune & Associates’s Visa V Stock Holding History

Clune & Associates’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 		$603K Buy
1,699
+95
+6% +$33.7K 0.17% 100
2025
Q1 		$562K Hold
1,604
– – 0.17% 100
2024
Q4 		$507K Buy
+1,604
New +$507K 0.17% 100