Planned Solutions’s Visa V Stock Holding History

Planned Solutions’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	$556K	Hold
2025 Q1	$549K	Buy
2024 Q4	$471K	Sell
2024 Q3	$460K	Buy
2024 Q2	$430K	Hold
2024 Q1	$458K	Hold
2023 Q4	$427K	Buy
2023 Q3	$371K	Buy