MWM
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MBE Wealth Management’s Visa V Stock Holding History

MBE Wealth Management’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$478K Buy
1,345
+59
+5% +$21K 0.21% 63
2025
Q1 		$451K Buy
+1,286
New +$451K 0.22% 59
2020
Q2 		– Sell
-415
Closed -$66K – 489
2020
Q1 		$66K Buy
+415
New +$66K 0.06% 98