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Evelyn Partners Investment Management Services’s Visa V Stock Holding History

Evelyn Partners Investment Management Services’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 		$42.5M Buy
124,417
+25,058
+25% +$8.56M 5.67% 3
2025
Q1 		$35.3M Buy
+99,359
New +$35.3M 6.13% 2