Roehl & Yi Investment Advisors’s Visa V Stock Holding History

Roehl & Yi Investment Advisors’s Portfolio V Stock Details V Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$984K	Buy
2025 Q4	$945K	Sell
2025 Q3	$924K	Buy
2025 Q2	$994K	Sell
2025 Q1	$1.02M	Buy
2024 Q4	$898K	Buy