CW
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Curio Wealth’s Visa V Stock Holding History

Curio Wealth’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 		$350K Buy
987
+985
+49,250% +$350K 0.15% 55
2025
Q1 		$312K Sell
2
-985
-100% -$154M 0.16% 57
2024
Q4 		$312K Buy
+987
New +$312K 0.17% 52