Quotient Wealth Partners’s Visa V Stock Holding History

Quotient Wealth Partners’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 Q3	$3.28M	Sell
2025 Q2	$3.7M	Buy
2025 Q1	$3.61M	Buy
2024 Q4	$3.23M	Sell
2024 Q3	$2.89M	Sell
2024 Q2	$3.01M	Sell
2024 Q1	$4.43M	Sell
2023 Q4	$5.69M	Buy