Surience Private Wealth’s Visa V Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.98M	Buy	+11,211	New	+$3.98M	3.74%	10
2023 Q4	–	Sell	-15,255	Closed	-$3.51M	–	29
2023 Q3	$3.51M	Buy	+15,255	New	+$3.51M	6.8%	7