Oxford Wealth Group’s Visa V Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$1.4M	Sell	4,442 -68	-2%	-$21.5K	0.91%	24
2024 Q3	$1.24M	Sell	4,510 -1,374	-23%	-$378K	1.01%	28
2024 Q2	$1.54M	Buy	5,884 +1,974	+50%	+$518K	1.06%	28
2024 Q1	$1.09M	Buy	+3,910	New	+$1.09M	0.99%	26