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TCFG Wealth Management’s Visa V Stock Holding History

TCFG Wealth Management’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.27M Sell
9,219
-259
-3% -$92K 1.48% 10
2025
Q1 		$3.32M Sell
9,478
-13
-0.1% -$4.56K 1.67% 10
2024
Q4 		$3M Sell
9,491
-23
-0.2% -$7.27K 1.51% 9
2024
Q3 		$2.62M Buy
+9,514
New +$2.62M 1.31% 15