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Synergy Investment Management’s Visa V Stock Holding History

Synergy Investment Management’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 		$212K Hold
597
– – 0.13% 78
2025
Q1 		$209K Buy
597
+30
+5% +$10.5K 0.09% 120
2024
Q4 		$179K Buy
+567
New +$179K 0.08% 127