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Phil A. Younker & Associates’s Visa V Stock Holding History

Phil A. Younker & Associates’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 		$240K Hold
675
– – 0.24% 27
2025
Q1 		$237K Hold
675
– – 0.23% 27
2024
Q4 		$213K Buy
+675
New +$213K 0.21% 26