SFC
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Summit Financial Consulting’s Visa V Stock Holding History

Summit Financial Consulting’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
Q2 		$220K Hold
620
– – 0.2% 37
2025
Q1 		$217K Buy
+620
New +$217K 0.2% 40