Stewardship Advisors’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$385K Sell
1,083
-112
-9% -$39.8K 0.1% 95
2025
Q1
$419K Buy
1,195
+20
+2% +$7.01K 0.11% 85
2024
Q4
$371K Buy
1,175
+205
+21% +$64.8K 0.1% 107
2024
Q3
$267K Buy
+970
New +$267K 0.08% 115