MPW
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Magnolia Private Wealth’s Visa V Stock Holding History

Magnolia Private Wealth’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 		$327K Buy
920
+58
+7% +$20.6K 0.25% 76
2025
Q1 		$302K Buy
862
+180
+26% +$63.1K 0.25% 83
2024
Q4 		$216K Buy
+682
New +$216K 0.19% 101