TritonPoint Wealth’s Visa V Stock Holding History

TritonPoint Wealth’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$21.1M	Buy
2025 Q2	$21.9M	Sell
2025 Q1	$22.4M	Sell
2024 Q4	$20.4M	Sell
2024 Q3	$18.1M	Buy
2024 Q2	$16.2M	Buy
2024 Q1	$15.2M	Sell
2023 Q4	$16.3M	Buy