One Charles Private Wealth Services’s Visa V Stock Holding History

One Charles Private Wealth Services’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	$477K	Buy
2025 Q1	$423K	Buy
2024 Q4	$302K	Buy
2024 Q3	$242K	Hold
2024 Q2	$231K	Hold
2024 Q1	$246K	Buy
2020 Q4	–	Sell
2020 Q3	$486K	Hold
2020 Q2	$470K	Buy