Disciplined Investors’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$601K Hold
1,693
0.47% 54
2025
Q1
$593K Buy
1,693
+1
+0.1% +$350 0.54% 47
2024
Q4
$519K Buy
+1,692
New +$519K 0.5% 51