LWM
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Lionshead Wealth Management’s Visa V Stock Holding History

Lionshead 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
Q1 		– Sell
-856
Closed -$271K – 118
2024
Q4 		$271K Buy
+856
New +$271K 0.2% 90