Spartan Planning & Wealth Management’s Visa V Stock Holding History

Spartan Planning & Wealth Management’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 Q3	$600K	Sell
2025 Q2	$1.19M	Buy
2025 Q1	$1.09M	Buy
2024 Q4	$961K	Buy
2023 Q4	$685K	Buy
2023 Q3	$316K	Buy
2022 Q4	$560K	Buy
2022 Q3	$0	Sell
2022 Q2	$0	Sell
2022 Q1	$313K	Buy