WWM
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Waterway Wealth Management’s Visa V Stock Holding History

Waterway Wealth 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 		$1.65M Buy
4,649
+3,825
+464% +$1.36M 0.5% 22
2025
Q1 		$289K Buy
824
+91
+12% +$31.9K 0.12% 65
2024
Q4 		$232K Buy
+733
New +$232K 0.1% 70