WLG
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Williamson Legacy Group’s Visa V Stock Holding History

Williamson Legacy Group’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,675
Closed -$2.14M – 113
2024
Q1 		$2.14M Buy
7,675
+131
+2% +$36.6K 1.66% 12
2023
Q4 		$1.96M Buy
+7,544
New +$1.96M 1.82% 8