Johnson & White Wealth Management’s Visa V Stock Holding History

Johnson & White 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	$302K	Sell
2025 Q2	$319K	Sell
2025 Q1	$323K	Hold
2024 Q4	$290K	Hold
2024 Q3	$253K	Buy
2024 Q2	$240K	Buy
2024 Q1	$252K	Hold
2023 Q4	$235K	Buy