BWP
Balboa Wealth Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
5,920
+401
| +7% | +$142K | 0.42% | 49 |
|
|
2025
Q1 | $1.93M | Sell |
5,519
-724
| -12% | -$254K | 0.47% | 41 |
|
|
2024
Q4 | $1.97M | Sell |
6,243
-376
| -6% | -$119K | 0.45% | 41 |
|
|
2024
Q3 | $1.82M | Sell |
6,619
-964
| -13% | -$265K | 0.45% | 37 |
|
|
2024
Q2 | $1.99M | Sell |
7,583
-3,408
| -31% | -$895K | 0.53% | 31 |
|
|
2024
Q1 | $3.07M | Buy |
10,991
+1,552
| +16% | +$433K | 0.9% | 17 |
|
|
2023
Q4 | $2.46M | Buy |
9,439
+1,412
| +18% | +$368K | 0.82% | 20 |
|
|
2023
Q3 | $1.85M | Sell |
8,027
-378
| -4% | -$86.9K | 0.69% | 25 |
|
|
2023
Q2 | $2M | Buy |
8,405
+119
| +1% | +$28.3K | 0.7% | 23 |
|
|
2023
Q1 | $1.87M | Buy |
8,286
+275
| +3% | +$62K | 0.71% | 24 |
|
|
2022
Q4 | $1.66M | Sell |
8,011
-7,525
| -48% | -$1.56M | 0.75% | 24 |
|
|
2022
Q3 | $2.76M | Buy |
+15,536
| New | +$2.76M | 1.21% | 12 |
|