Schubert & Co’s Visa V Stock Holding History

Schubert & Co’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	$221K	Buy
2023 Q2	–	Sell
2023 Q1	$64.7K	Sell
2022 Q4	$60.7K	Buy
2022 Q3	$44K	Sell
2022 Q2	$65K	Buy
2022 Q1	$33K	Buy
2021 Q4	$15K	Buy