Strategic Planning Group’s Visa V Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,826	Closed	-$1.35M	–	114
2024 Q1	$1.35M	Buy	4,826 +690	+17%	+$193K	0.34%	80
2023 Q4	$1.08M	Buy	+4,136	New	+$1.08M	0.36%	75