Crestmont Private Wealth’s Visa V Stock Holding History

Crestmont Private Wealth’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	$992K	Buy
2025 Q1	$914K	Buy
2024 Q4	$739K	Sell
2024 Q3	$673K	Buy
2024 Q2	$600K	Buy
2024 Q1	$543K	Buy
2023 Q4	$398K	Sell
2023 Q3	$371K	Sell
2023 Q2	$477K	Buy
2023 Q1	$409K	Buy
2022 Q4	$322K	Buy