WCM
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WealthTrak Capital Management’s Visa V Stock Holding History

WealthTrak Capital 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 		$40.5K Buy
114
+24
+27% +$8.52K 0.03% 113
2025
Q1 		$31.5K Buy
90
+41
+84% +$14.4K 0.03% 125
2024
Q4 		$15.5K Buy
+49
New +$15.5K 0.01% 145