Consilio Wealth Advisors’s Visa V Stock Holding History

Consilio Wealth Advisors’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$658K	Buy
2025 Q1	$620K	Buy
2024 Q4	$534K	Buy
2024 Q3	$448K	Buy
2024 Q2	$388K	Buy
2024 Q1	$398K	Buy
2023 Q4	$338K	Buy
2023 Q3	$245K	Sell
2023 Q2	$257K	Buy
2023 Q1	$238K	Buy
2022 Q4	$204K	Buy