WI
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Westbourne Investments’s Visa V Stock Holding History

Westbourne Investments’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 		$3.62M Sell
10,195
-478
-4% -$170K 1.93% 13
2025
Q1 		$3.74M Sell
10,673
-50
-0.5% -$17.5K 2.26% 9
2024
Q4 		$3.39M Buy
+10,723
New +$3.39M 2% 11