PWM
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Pines Wealth Management’s Visa V Stock Holding History

Pines Wealth Management’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.48M Buy
6,906
+179
+3% +$64.2K 0.88% 25
2025
Q1 		$2.07M Buy
6,727
+69
+1% +$21.3K 0.96% 22
2024
Q4 		$2.05M Buy
+6,658
New +$2.05M 0.89% 25