Northwest Wealth Management’s Visa V Stock Holding History

Northwest 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 Q3	$291K	Sell
2025 Q2	$355K	Buy
2025 Q1	$333K	Buy
2024 Q4	$244K	Buy
2019 Q2	–	Sell
2019 Q1	$109K	Buy
2018 Q4	$83K	Hold
2018 Q3	$95K	Hold
2018 Q2	$84K	Hold
2018 Q1	$75K	Buy