Pine Harbor Wealth Management’s Visa V Stock Holding History

Pine Harbor Wealth Management’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	$705K	Hold
2025 Q1	$696K	Hold
2024 Q4	$628K	Buy
2024 Q3	$546K	Sell
2024 Q2	$600K	Buy
2024 Q1	$638K	Sell
2023 Q4	$604K	Buy