James J. Burns & Company’s Visa V Stock Holding History

James J. Burns & Company’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 Q3	$677K	Sell
2025 Q2	$710K	Buy
2025 Q1	$694K	Buy
2024 Q4	$611K	Buy
2024 Q3	$530K	Buy
2024 Q2	$477K	Buy
2024 Q1	–	Sell
2023 Q4	$458K	Buy
2023 Q3	$219K	Buy
2023 Q2	$226K	Sell
2023 Q1	$216K	Buy