WGC
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Watts Gwilliam & Co’s Visa V Stock Holding History

Watts Gwilliam & Co’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$4.5M Buy
12,852
+312
+2% +$109K 0.98% 26
2024
Q4 		$3.91M Buy
12,540
+667
+6% +$208K 0.83% 27
2024
Q3 		$3.26M Buy
+11,873
New +$3.26M 0.71% 31
2024
Q1 		$3.19M Buy
+11,468
New +$3.19M 0.98% 21