JBR Co Financial Management’s Visa V Stock Holding History

JBR Co Financial 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	$478K	Hold
2025 Q2	$497K	Hold
2025 Q1	$491K	Sell
2024 Q4	$538K	Sell
2024 Q3	$470K	Sell
2024 Q2	$463K	Buy
2024 Q1	$442K	Buy
2023 Q4	$397K	Buy