Kingswood Wealth Advisors’s Visa V Stock Holding History

Kingswood Wealth Advisors’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	$5.23M	Buy
2025 Q1	$5.16M	Sell
2024 Q4	$4.97M	Sell
2024 Q3	$8.37M	Buy
2024 Q2	$7.22M	Buy
2024 Q1	$7.14M	Sell
2023 Q4	$6.93M	Buy
2023 Q3	$6.46M	Sell
2023 Q2	$1.9M	Buy