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Roxbury Financial’s Visa V Stock Holding History

Roxbury Financial’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 		$3.72M Sell
10,478
-171
-2% -$60.7K 3.62% 3
2025
Q1 		$3.86M Sell
10,649
-299
-3% -$108K 3.78% 3
2024
Q4 		$3.45M Buy
+10,948
New +$3.45M 3.33% 4