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Ridgecrest Wealth Partners’s Visa V Stock Holding History

Ridgecrest Wealth Partners’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$254K Buy
716
+12
+2% +$4.26K 0.13% 91
2025
Q1 		$247K Hold
704
– – 0.13% 95
2024
Q4 		$222K Buy
+704
New +$222K 0.12% 98