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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-800	Closed	-$280K	–	37
2025 Q1	$280K	Sell	800 -146	-15%	-$51.2K	0.02%	36
2024 Q4	$299K	Buy	946 +17	+2%	+$5.37K	0.02%	35
2024 Q3	$255K	Buy	+929	New	+$255K	0.02%	39