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Balboa Wealth Partners’s Visa V Stock Holding History

Balboa Wealth Partners’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.68M Sell
5,573
-423
-7% -$136K 0.28% 58
2025
Q4 		$2.1M Buy
5,996
+346
+6% +$118K 0.35% 54
2025
Q3 		$1.93M Sell
5,650
-270
-5% -$93.4K 0.33% 53
2025
Q2 		$2.1M Buy
5,920
+401
+7% +$140K 0.42% 49
2025
Q1 		$1.93M Sell
5,519
-724
-12% -$245K 0.47% 41
2024
Q4 		$1.97M Sell
6,243
-376
-6% -$113K 0.45% 41
2024
Q3 		$1.82M Sell
6,619
-964
-13% -$261K 0.45% 37
2024
Q2 		$1.99M Sell
7,583
-3,408
-31% -$934K 0.53% 31
2024
Q1 		$3.07M Buy
10,991
+1,552
+16% +$428K 0.9% 18
2023
Q4 		$2.46M Buy
9,439
+1,412
+18% +$348K 0.82% 20
2023
Q3 		$1.85M Sell
8,027
-378
-4% -$90.9K 0.69% 25
2023
Q2 		$2M Buy
8,405
+119
+1% +$27.2K 0.7% 23
2023
Q1 		$1.87M Buy
8,286
+275
+3% +$61.2K 0.71% 24
2022
Q4 		$1.66M Sell
8,011
-7,525
-48% -$1.52M 0.75% 24
2022
Q3 		$2.76M Buy
+15,536
New +$3.16M 1.21% 12

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VPM
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