Jamison Private Wealth Management’s Visa V Stock Holding History

Jamison Private 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	$12.4M	Sell
2025 Q2	$13M	Buy
2025 Q1	$12.8M	Sell
2024 Q4	$11.6M	Sell
2024 Q3	$10.1M	Buy
2024 Q2	$9.52M	Sell
2024 Q1	$10.4M	Sell
2023 Q4	$9.73M	Sell
2023 Q3	$8.67M	Buy