Holos Integrated Wealth’s Visa V Stock Holding History

Holos Integrated Wealth’s Portfolio V Stock Details V Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$491K	Sell
2025 Q3	$637K	Hold
2025 Q2	$624K	Hold
2025 Q1	$650K	Hold
2024 Q4	$586K	Buy