H&H Retirement Design & Management’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$728K Sell
2025
Q1
$733K Sell
2024
Q4
$799K Sell
2024
Q3
$706K Sell
2024
Q2
$713K Sell
2024
Q1
$757K Buy