Wetzel Investment Advisors’s Visa V Stock Holding History

Wetzel Investment Advisors’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$305K	Sell
2025 Q1	$330K	Sell
2024 Q4	$330K	Hold
2024 Q3	$287K	Sell
2024 Q2	$312K	Sell
2024 Q1	$306K	Buy
2023 Q4	$290K	Buy