William Howard & Co Financial Advisors’s Visa V Stock Holding History

William Howard & Co Financial 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 Q3	$369K	Hold
2025 Q2	$384K	Hold
2025 Q1	$379K	Hold
2024 Q4	$342K	Hold
2024 Q3	$297K	Hold
2024 Q2	$284K	Sell
2024 Q1	$330K	Buy