MWM
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Momentous Wealth Management’s Visa V Stock Holding History

Momentous Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$425K Buy
1,198
+27
+2% +$9.59K 0.27% 25
2025
Q1 		$410K Buy
1,171
+36
+3% +$12.6K 0.29% 25
2024
Q4 		$359K Buy
+1,135
New +$359K 0.3% 19