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One Wealth Capital Management’s Visa V Stock Holding History

One Wealth Capital 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 		$2.39M Sell
6,723
-120
-2% -$42.6K 1.12% 20
2025
Q1 		$2.4M Buy
6,843
+476
+7% +$167K 1.29% 15
2024
Q4 		$2.01M Buy
+6,367
New +$2.01M 1.02% 20