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Trinity Financial Advisors’s Visa V Stock Holding History

Trinity Financial Advisors’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$309K Buy
872
+1
+0.1% +$355 0.09% 74
2025
Q1 		$296K Buy
871
+47
+6% +$16K 0.11% 69
2024
Q4 		$259K Buy
+824
New +$259K 0.1% 68