Great Waters Wealth Management’s Visa V Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-775	Closed	-$245K	–	115
2024 Q4	$245K	Sell	775 -22	-3%	-$6.96K	0.03%	91
2024 Q3	$219K	Hold	797	–	–	0.03%	98
2024 Q2	$209K	Buy	797 +74	+10%	+$19.4K	0.03%	98
2024 Q1	$202K	Buy	+723	New	+$202K	0.03%	95