Trevian Wealth Management’s Visa V Stock Holding History

Trevian Wealth Management’s Portfolio V Stock Details V Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$751K	Buy
2023 Q2	–	Sell
2023 Q1	$234K	Buy
2022 Q4	$215K	Sell
2022 Q3	$206K	Buy
2022 Q2	$228K	Buy
2022 Q1	$256K	Sell
2021 Q4	$256K	Buy