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Optivise Advisory Services’s Visa V Stock Holding History

Optivise Advisory Services’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 		$411K Sell
1,157
-287
-20% -$102K 0.21% 109
2025
Q1 		$506K Buy
1,444
+146
+11% +$51.2K 0.28% 84
2024
Q4 		$410K Buy
1,298
+114
+10% +$36.1K 0.22% 102
2024
Q3 		$326K Buy
+1,184
New +$326K 0.17% 114