Davies Financial Advisors’s Visa V Stock Holding History

Davies Financial 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	$231K	Sell
2025 Q2	$355K	Sell
2025 Q1	$389K	Buy
2024 Q4	$332K	Sell
2024 Q3	$295K	Sell
2024 Q2	$355K	Buy
2024 Q1	$330K	Buy