WAOTB
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Wealth Advisors of Tampa Bay’s Visa V Stock Holding History

Wealth Advisors of Tampa Bay’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 		$558K Buy
1,573
+225
+17% +$79.9K 0.21% 71
2025
Q1 		$472K Buy
1,348
+145
+12% +$50.8K 0.19% 71
2024
Q4 		$380K Buy
1,203
+20
+2% +$6.32K 0.16% 70
2024
Q3 		$325K Buy
+1,183
New +$325K 0.14% 75