PIA
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Panoramic Investment Advisors’s Visa V Stock Holding History

Panoramic Investment Advisors’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$214K Sell
602
-17
-3% -$6.04K 0.13% 113
2025
Q1 		$217K Sell
619
-50
-7% -$17.5K 0.15% 108
2024
Q4 		$211K Buy
+669
New +$211K 0.14% 112