Jackson Thornton Wealth Management’s Visa V Stock Holding History

Jackson Thornton 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 Q2	$430K	Sell
2025 Q1	$412K	Buy
2024 Q4	$325K	Buy
2024 Q3	$216K	Hold
2024 Q2	$206K	Hold
2024 Q1	$219K	Hold
2023 Q4	$204K	Buy