Mowery & Schoenfeld Wealth Management’s Visa V Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.19M	Buy
2025 Q1	$1.17M	Buy
2024 Q4	$490K	Buy
2024 Q3	$395K	Buy
2024 Q2	$344K	Buy
2024 Q1	$329K	Sell
2023 Q4	$309K	Buy