Baker Tilly Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.86M | Sell |
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|
2025
Q2 | $4.11M | Sell |
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|
2025
Q1 | $4.37M | Buy |
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|
2024
Q4 | $3.83M | Buy |
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|
2024
Q3 | $3.17M | Buy |
|
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|
2024
Q2 | $2.94M | Sell |
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|
2024
Q1 | $7.21M | Buy |
|
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|
2023
Q4 | $6.46M | Sell |
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|
2023
Q3 | $6.55M | Sell |
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|
2023
Q2 | $15.2M | Buy |
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|
2023
Q1 | $14M | Buy |
|
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|
2022
Q4 | $12.1M | Sell |
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|
2022
Q3 | $10.5M | Sell |
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|
2022
Q2 | $12.1M | Buy |
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|
2022
Q1 | $13.2M | Buy |
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|
2021
Q4 | $9.64M | Buy |
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|
2021
Q3 | $8.74M | Buy |
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|
2021
Q2 | $7.19M | Buy |
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|
2021
Q1 | $5.83M | Buy |
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|
2020
Q4 | $2.43M | Buy |
|