Opes Wealth Management’s Visa V Stock Holding History

Opes 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 Q2	$289K	Sell
2025 Q1	$326K	Buy
2024 Q4	$271K	Buy
2024 Q3	$217K	Hold
2024 Q2	$208K	Buy
2024 Q1	$218K	Sell
2023 Q4	$243K	Buy