Gitterman Wealth Management’s Visa V Stock Holding History

Gitterman Wealth Management’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 Q2	$373K	Sell
2025 Q1	$666K	Buy
2024 Q4	$313K	Buy
2024 Q3	$267K	Buy
2024 Q2	$252K	Sell
2024 Q1	$559K	Buy
2023 Q4	$217K	Buy
2023 Q3	–	Sell
2023 Q2	$447K	Buy