Napa Wealth Management’s Visa V Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,567	Closed	-$1.6M	–	187
2025 Q1	$1.6M	Buy	+4,567	New	+$1.6M	0.9%	31
2024 Q1	–	Sell	-21,551	Closed	-$5.61M	–	114
2023 Q4	$5.61M	Buy	+21,551	New	+$5.61M	3.04%	5