Keeler & Nadler Financial Planning & Wealth Management’s Visa V Stock Holding History

Keeler & Nadler Financial Planning & 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	$1.05M	Buy
2025 Q1	$265K	Hold
2024 Q4	$244K	Sell
2024 Q3	$213K	Buy
2024 Q2	$203K	Buy
2024 Q1	$216K	Buy
2023 Q4	$201K	Buy