HIW
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Holos Integrated Wealth’s Visa V Stock Holding History

Holos Integrated Wealth’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 		$624K Hold
1,854
– – 0.38% 36
2025
Q1 		$650K Hold
1,854
– – 0.43% 35
2024
Q4 		$586K Buy
+1,854
New +$586K 0.4% 34