Levy Wealth Management Group’s Visa V Stock Holding History

Levy Wealth Management Group’s Portfolio V Stock Details V Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$246K	Buy
2024 Q1	$242K	Hold
2023 Q4	$242K	Buy
2023 Q3	$214K	Hold
2023 Q2	$221K	Sell
2023 Q1	$211K	Buy