Gratus Wealth Advisors’s Visa V Stock Holding History

Gratus Wealth Advisors’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	$1.13M	Sell
2025 Q1	$1.13M	Sell
2024 Q4	$1.06M	Hold
2024 Q3	$914K	Sell
2024 Q2	$1.03M	Buy
2024 Q1	$1.04M	Sell
2023 Q4	$1.03M	Buy