Philip James Wealth Mangement’s Visa V Stock Holding History

Philip James Wealth Mangement’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$358K	Buy
2025 Q1	$352K	Sell
2024 Q4	$388K	Buy
2024 Q3	$299K	Buy
2024 Q2	$284K	Sell
2024 Q1	$305K	Buy
2023 Q4	$276K	Buy