SWMG
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Stillwater Wealth Management Group’s Visa V Stock Holding History

Stillwater Wealth Management 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 		$3.22M Buy
9,185
+469
+5% +$164K 2.79% 12
2024
Q4 		$2.75M Buy
+8,716
New +$2.75M 2.47% 16