UWS
V icon

Unique Wealth Strategies’s Visa V Stock Holding History

Unique Wealth Strategies’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$2.89M Hold
10,361
– – 1.36% 13
2024
Q1 		$2.89M Sell
10,361
-2,129
-17% -$594K 1.42% 13
2023
Q4 		$3.25M Buy
+12,490
New +$3.25M 2.17% 9