Crown Oak Advisors’s Visa V Stock Holding History

Crown Oak 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 Q3	$23M	Hold
2025 Q2	$23M	Sell
2025 Q1	$22.7M	Buy
2024 Q4	$20.2M	Buy
2024 Q3	$16.9M	Sell
2024 Q2	$16.7M	Buy
2024 Q1	$17.8M	Buy
2023 Q4	$16.6M	Buy