Smallwood Wealth Investment Management’s Visa V Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$217K	Buy	+620	New	+$217K	0.14%	71
2023 Q1	–	Sell	-2,603	Closed	-$541K	–	74
2022 Q4	$541K	Hold	2,603	–	–	0.46%	41
2022 Q3	$462K	Buy	2,603 +116	+5%	+$20.6K	0.42%	46
2022 Q2	$490K	Buy	+2,487	New	+$490K	0.5%	37