McCarter Private Wealth Services’s Visa V Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.44M	Sell	4,052 -204	-5%	-$72.4K	0.82%	36
2025 Q1	$1.49M	Buy	4,256 +55	+1%	+$19.3K	0.98%	31
2024 Q4	$1.33M	Buy	4,201 +212	+5%	+$67K	0.84%	32
2024 Q3	$1.1M	Buy	+3,989	New	+$1.1M	0.69%	38