Finivi Inc.’s Visa V Stock Holding History

Finivi Inc.’s Portfolio V Stock Details V Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$970K	Buy
2025 Q2	$1M	Buy
2025 Q1	$490K	Buy
2024 Q4	$404K	Sell
2024 Q3	$356K	Sell
2024 Q2	$569K	Buy
2024 Q1	$597K	Buy
2023 Q4	$506K	Buy