JPL Wealth Management’s Visa V Stock Holding History

JPL 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	$487K	Sell
2025 Q1	$532K	Sell
2024 Q4	$598K	Buy
2024 Q2	$408K	Buy
2024 Q1	$419K	Buy
2023 Q4	$333K	Buy