WWM
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Whalen Wealth Management’s Visa V Stock Holding History

Whalen Wealth 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 		$1.6M Buy
4,502
+3,501
+350% +$1.24M 1% 18
2025
Q1 		$351K Buy
1,001
+225
+29% +$78.9K 0.23% 98
2024
Q4 		$245K Hold
776
– – 0.17% 122
2024
Q3 		$213K Buy
+776
New +$213K 0.15% 109