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Meriwether Wealth & Planning’s Visa V Stock Holding History

Meriwether Wealth & Planning’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.22M Sell
3,440
-395
-10% -$140K 0.77% 23
2025
Q1 		$1.34M Sell
3,835
-854
-18% -$299K 0.88% 23
2024
Q4 		$1.48M Buy
+4,689
New +$1.48M 1.06% 20