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Rockbridge Capital Management’s Visa V Stock Holding History

Rockbridge Capital Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.57M Sell
15,690
-71
-0.5% -$25.2K 3.17% 12
2025
Q1 		$5.52M Buy
15,761
+63
+0.4% +$22.1K 3.38% 11
2024
Q4 		$4.96M Buy
+15,698
New +$4.96M 2.82% 13