Iams Wealth Management’s Visa V Stock Holding History

Iams Wealth Management’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 Q3	$347K	Buy
2025 Q2	$214K	Sell
2025 Q1	$622K	Buy
2024 Q4	$444K	Sell
2024 Q3	$406K	Buy
2024 Q2	$302K	Buy
2024 Q1	–	Sell
2023 Q4	$262K	Buy