UIM
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Unified Investment Management’s Visa V Stock Holding History

Unified Investment 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 		$881K Buy
2,483
+35
+1% +$12.4K 0.95% 31
2025
Q1 		$858K Sell
2,448
-128
-5% -$44.9K 1.01% 29
2024
Q4 		$814K Buy
+2,576
New +$814K 0.92% 36