TWPM
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Total Wealth Planning & Management’s Visa V Stock Holding History

Total Wealth Planning & 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 		$594K Sell
1,672
-68
-4% -$24.1K 0.48% 66
2025
Q1 		$610K Sell
1,740
-219
-11% -$76.8K 0.58% 49
2024
Q4 		$619K Buy
+1,959
New +$619K 0.56% 48