CFG
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Copley Financial Group’s Visa V Stock Holding History

Copley Financial Group’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 		$706K Sell
1,988
-363
-15% -$129K 0.52% 28
2025
Q1 		$824K Sell
2,351
-77
-3% -$27K 0.63% 25
2024
Q4 		$767K Buy
2,428
+188
+8% +$59.4K 0.59% 27
2024
Q3 		$616K Buy
+2,240
New +$616K 0.56% 36