OWP
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ORG Wealth Partners’s Visa V Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
3,392
+41
+1% +$14.6K 0.29% 52
2025
Q1
$1.16M Buy
3,351
+707
+27% +$245K 0.36% 54
2024
Q4
$836K Buy
2,644
+236
+10% +$74.6K 0.26% 32
2024
Q3
$662K Buy
+2,408
New +$662K 0.22% 49