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

Legacy Wealth Management (Idaho)’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$91.6K Sell
258
-31
-11% -$11K 0.05% 113
2025
Q1 		$101K Buy
289
+31
+12% +$10.9K 0.07% 97
2024
Q4 		$89.8K Buy
258
+10
+4% +$3.48K 0.06% 92
2024
Q3 		$76.8K Buy
+248
New +$76.8K 0.04% 94