Elevate Capital Advisors’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.57M Sell
7,242
-317
-4% -$113K 2.05% 15
2025
Q1
$2.65M Sell
7,559
-522
-6% -$183K 2.45% 10
2024
Q4
$2.55M Buy
+8,081
New +$2.55M 2.25% 12