Baker Boyer National Bank’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Hold |
1,250
| – | – | 0.15% | 50 |
|
|
2025
Q1 | $438K | Hold |
1,250
| – | – | 0.16% | 49 |
|
|
2024
Q4 | $395K | Sell |
1,250
-88
| -7% | -$27.8K | 0.14% | 57 |
|
|
2024
Q3 | $368K | Hold |
1,338
| – | – | 0.12% | 60 |
|
|
2024
Q2 | $351K | Sell |
1,338
-826
| -38% | -$217K | 0.12% | 57 |
|
|
2024
Q1 | $604K | Sell |
2,164
-47
| -2% | -$13.1K | 0.21% | 45 |
|
|
2023
Q4 | $576K | Buy |
2,211
+137
| +7% | +$35.7K | 0.21% | 47 |
|
|
2023
Q3 | $477K | Buy |
+2,074
| New | +$477K | 0.19% | 54 |
|