TWM
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Topsail Wealth Management’s Visa V Stock Holding History

Topsail Wealth 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 		$2.48M Sell
6,977
-56
-0.8% -$19.9K 0.45% 23
2025
Q1 		$2.46M Buy
7,033
+1,730
+33% +$606K 0.5% 21
2024
Q4 		$1.68M Buy
+5,303
New +$1.68M 0.36% 28