MWP
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Meredith Wealth Planning’s Visa V Stock Holding History

Meredith Wealth Planning’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,157
Closed -$486K – 64
2023
Q1 		$486K Buy
2,157
+168
+8% +$37.9K 0.39% 25
2022
Q4 		$413K Buy
+1,989
New +$413K 0.36% 26