BTWM
Baker Tilly Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11M | Sell |
11,586
-879
| -7% | -$312K | 1.47% | 17 |
|
|
2025
Q1 | $4.37M | Buy |
12,465
+348
| +3% | +$122K | 1.71% | 13 |
|
|
2024
Q4 | $3.83M | Buy |
12,117
+601
| +5% | +$190K | 1.5% | 15 |
|
|
2024
Q3 | $3.17M | Buy |
11,516
+313
| +3% | +$86.1K | 1.4% | 13 |
|
|
2024
Q2 | $2.94M | Sell |
11,203
-14,615
| -57% | -$3.84M | 1.2% | 13 |
|
|
2024
Q1 | $7.21M | Buy |
25,818
+1,020
| +4% | +$285K | 1.3% | 11 |
|
|
2023
Q4 | $6.46M | Sell |
24,798
-3,689
| -13% | -$960K | 1.06% | 12 |
|
|
2023
Q3 | $6.55M | Sell |
28,487
-35,533
| -56% | -$8.17M | 1.08% | 13 |
|
|
2023
Q2 | $15.2M | Buy |
64,020
+1,774
| +3% | +$421K | 1.6% | 9 |
|
|
2023
Q1 | $14M | Buy |
62,246
+3,830
| +7% | +$864K | 1.58% | 9 |
|
|
2022
Q4 | $12.1M | Sell |
58,416
-685
| -1% | -$142K | 1.49% | 7 |
|
|
2022
Q3 | $10.5M | Sell |
59,101
-2,431
| -4% | -$432K | 1.43% | 9 |
|
|
2022
Q2 | $12.1M | Buy |
61,532
+1,851
| +3% | +$364K | 1.59% | 9 |
|
|
2022
Q1 | $13.2M | Buy |
59,681
+15,182
| +34% | +$3.37M | 1.46% | 9 |
|
|
2021
Q4 | $9.64M | Buy |
44,499
+5,258
| +13% | +$1.14M | 1.04% | 13 |
|
|
2021
Q3 | $8.74M | Buy |
39,241
+8,472
| +28% | +$1.89M | 1.15% | 12 |
|
|
2021
Q2 | $7.19M | Buy |
30,769
+3,220
| +12% | +$753K | 1.16% | 10 |
|
|
2021
Q1 | $5.83M | Buy |
27,549
+16,427
| +148% | +$3.48M | 1.19% | 8 |
|
|
2020
Q4 | $2.43M | Buy |
+11,122
| New | +$2.43M | 0.75% | 28 |
|