Instrumental Wealth’s Visa V Stock Holding History

Instrumental Wealth’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	$322K	Buy
2025 Q2	$284K	Buy
2025 Q1	$270K	Buy
2024 Q4	$267K	Buy
2024 Q3	$203K	Buy
2024 Q2	–	Sell
2024 Q1	$213K	Buy