MIM
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Marshall Investment Management’s Visa V Stock Holding History

Marshall Investment Management’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-699
Closed -$245K – 216
2025
Q1 		$245K Sell
699
-38
-5% -$13.3K 0.15% 65
2024
Q4 		$203K Buy
+737
New +$203K 0.12% 65