UP Strategic Wealth Investment Advisors’s Visa V Stock Holding History

UP Strategic Wealth Investment Advisors’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 Q2	$999K	Sell
2025 Q1	$1.02M	Buy
2024 Q4	$809K	Buy
2024 Q3	$582K	Buy
2024 Q2	$470K	Buy
2024 Q1	$475K	Sell
2023 Q4	$449K	Buy