SFG
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Shum Financial Group’s Visa V Stock Holding History

Shum Financial Group’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
Q1 		$1.48M Buy
4,221
+211
+5% +$74K 1.28% 24
2024
Q4 		$1.27M Buy
4,010
+18
+0.5% +$5.69K 1.09% 30
2024
Q3 		$1.17M Buy
+3,992
New +$1.17M 0.98% 32