WCM
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Windward Capital Management’s Visa V Stock Holding History

Windward Capital 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
Q1 		– Sell
-1,100
Closed -$348K – 84
2024
Q4 		$348K Hold
1,100
– – 0.03% 73
2024
Q3 		$302K Buy
+1,100
New +$302K 0.02% 81