HTWM
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Hartmann Taylor Wealth Management’s Visa V Stock Holding History

Hartmann Taylor Wealth Management’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 		$245K Hold
689
– – 0.2% 47
2025
Q1 		$241K Buy
+689
New +$241K 0.22% 44