PWM
V icon

Partners Wealth Management’s Visa V Stock Holding History

Partners Wealth 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 		$278K Hold
802
– – 0.32% 87
2025
Q1 		$281K Buy
802
+46
+6% +$16.1K 0.32% 85
2024
Q4 		$239K Buy
+756
New +$239K 0.27% 92