PWAM
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Papamarkou Wellner Asset Management’s Visa V Stock Holding History

Papamarkou Wellner Asset Management’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 		$4.86M Sell
13,681
-306
-2% -$109K 3.21% 6
2025
Q1 		$4.9M Sell
13,987
-62
-0.4% -$21.7K 3.41% 6
2024
Q4 		$4.44M Buy
+14,049
New +$4.44M 3.06% 6