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One Wealth Management Investment & Advisory Services’s Visa V Stock Holding History

One Wealth Management Investment & Advisory Services’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,512
Closed -$1.97M – 128
2024
Q2 		$1.97M Buy
7,512
+245
+3% +$64.3K 0.78% 23
2024
Q1 		$2.03M Buy
7,267
+868
+14% +$242K 0.83% 24
2023
Q4 		$1.67M Buy
+6,399
New +$1.67M 0.74% 26