HDA
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Harold Davidson & Associates’s Visa V Stock Holding History

Harold Davidson & Associates’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.66M Sell
15,953
-5,589
-26% -$1.98M 3.67% 4
2025
Q1 		$7.55M Sell
21,542
-251
-1% -$88K 4.12% 4
2024
Q4 		$6.89M Buy
+21,793
New +$6.89M 3.29% 4