MWM
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Marion Wealth Management’s Visa V Stock Holding History

Marion 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 		$308K Buy
866
+94
+12% +$33.4K 0.08% 104
2025
Q1 		$271K Buy
772
+101
+15% +$35.4K 0.07% 109
2024
Q4 		$212K Buy
+671
New +$212K 0.06% 125