Provenance Wealth Advisors’s Visa V Stock Holding History

Provenance Wealth Advisors’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	$892K	Sell
2025 Q1	$1.23M	Sell
2024 Q4	$2.34M	Buy
2024 Q3	$718K	Buy
2024 Q2	$101K	Sell
2024 Q1	$643K	Buy
2023 Q4	$100K	Buy
2023 Q3	$33.6K	Buy