McGlone Suttner Wealth Management’s Visa V Stock Holding History

McGlone Suttner Wealth Management’s Portfolio V Stock Details V Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$442K	Buy
2025 Q2	$460K	Sell
2025 Q1	$466K	Buy
2024 Q4	$282K	Buy
2024 Q3	–	Sell
2024 Q2	$213K	Sell
2024 Q1	$258K	Buy
2023 Q4	$213K	Buy
2023 Q3	–	Sell
2023 Q2	$207K	Buy