Hurlow Wealth Management Group’s Visa V Stock Holding History

Hurlow Wealth Management Group’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$340K	Buy
2025 Q1	$336K	Hold
2024 Q4	$303K	Sell
2024 Q3	$273K	Buy
2024 Q2	$259K	Sell
2024 Q1	$275K	Sell
2023 Q4	$271K	Hold
2023 Q3	$239K	Buy