LWM
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Level Wealth Management’s Visa V Stock Holding History

Level Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.79M Sell
5,051
-447
-8% -$159K 1.04% 16
2025
Q1 		$1.93M Sell
5,498
-362
-6% -$127K 1.26% 11
2024
Q4 		$1.85M Buy
+5,860
New +$1.85M 1.31% 10