MWM
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Mindset Wealth Management’s Visa V Stock Holding History

Mindset 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 		$2.34M Buy
6,579
+137
+2% +$48.6K 0.76% 11
2025
Q1 		$2.26M Buy
6,442
+17
+0.3% +$5.96K 0.88% 9
2024
Q4 		$2.03M Buy
6,425
+21
+0.3% +$6.64K 0.74% 10
2024
Q3 		$1.76M Buy
+6,404
New +$1.76M 0.73% 10