Legacy Wealth Management (Idaho)’s Visa V Stock Holding History

Legacy Wealth Management (Idaho)’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	$91.6K	Sell
2025 Q1	$101K	Buy
2024 Q4	$89.8K	Buy
2024 Q3	$76.8K	Buy