Great Waters Wealth Management’s Visa V Stock Holding History

Great Waters 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 Q1	–	Sell
2024 Q4	$245K	Sell
2024 Q3	$219K	Hold
2024 Q2	$209K	Buy
2024 Q1	$202K	Buy