PWM
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Puff Wealth Management’s Visa V Stock Holding History

Puff 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 		$831K Sell
2,340
-20
-0.8% -$7.1K 0.61% 24
2025
Q1 		$827K Buy
2,360
+84
+4% +$29.4K 0.78% 22
2024
Q4 		$719K Buy
+2,276
New +$719K 1.25% 26