StoneCrest Wealth Management’s Visa V Stock Holding History

StoneCrest 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 Q2	$478K	Sell
2025 Q1	$482K	Hold
2024 Q4	$435K	Hold
2024 Q3	$378K	Sell
2024 Q2	$478K	Sell
2024 Q1	$512K	Sell
2023 Q4	$489K	Buy