ROI Financial Advisors’s Visa V Stock Holding History

ROI Financial Advisors’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 Q2	$6.37M	Sell
2025 Q1	$6.29M	Sell
2024 Q4	$5.78M	Buy
2024 Q3	$4.93M	Buy
2024 Q2	$4.42M	Buy
2024 Q1	$4.63M	Sell
2023 Q4	$4.35M	Buy