GPWM
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Grant Private Wealth Management’s Visa V Stock Holding History

Grant Private Wealth Management’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,357
Closed -$1.17M – 143
2025
Q1 		$1.17M Buy
3,357
+621
+23% +$216K 1.26% 22
2024
Q4 		$865K Buy
+2,736
New +$865K 0.93% 27