Lountzis Asset Management’s Visa V Stock Holding History

Lountzis Asset Management’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$344K	Hold
2025 Q1	$327K	Buy
2021 Q4	–	Sell
2021 Q3	$153K	Hold
2021 Q2	$161K	Hold
2021 Q1	$146K	Hold
2020 Q4	$151K	Hold
2020 Q3	$138K	Hold
2020 Q2	$133K	Buy