Provence Wealth Management Group’s Visa V Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$1.39M	Buy	5,350 +697	+15%	+$181K	0.75%	32
2023 Q3	$1.07M	Buy	4,653 +716	+18%	+$165K	0.66%	36
2023 Q2	$935K	Sell	3,937 -107	-3%	-$25.4K	0.55%	40
2023 Q1	$912K	Buy	4,044 +1,036	+34%	+$234K	0.61%	39
2022 Q4	$625K	Buy	+3,008	New	+$625K	0.51%	45