Baldwin Wealth Partners’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 | $41.5M | Sell |
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|
2025
Q2 | $44M | Sell |
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|
2025
Q1 | $44.2M | Buy |
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|
2024
Q4 | $39.8M | Buy |
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|
2024
Q3 | $33.8M | Buy |
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|
2024
Q2 | $31.7M | Sell |
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|
2024
Q1 | $34.8M | Sell |
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|
2023
Q4 | $32.9M | Buy |
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|
2023
Q3 | $28M | Sell |
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|
2023
Q2 | $29.3M | Buy |
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|
2023
Q1 | $26.6M | Buy |
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|
2022
Q4 | $21.4M | Buy |
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|
2022
Q3 | $18.2M | Sell |
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|
2022
Q2 | $20.7M | Sell |
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|
2022
Q1 | $23.6M | Buy |
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|
2021
Q4 | $22.3M | Buy |
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|
2021
Q3 | $22.7M | Sell |
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|
2021
Q2 | $23.9M | Buy |
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|
2021
Q1 | $21.2M | Buy |
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|
2020
Q4 | $21.5M | Buy |
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|
2020
Q3 | $19.3M | Sell |
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|
2020
Q2 | $18.9M | Sell |
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|
2020
Q1 | $15.9M | Buy |
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|
2019
Q4 | $18.4M | Buy |
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|
2019
Q3 | $16.6M | Sell |
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|
2019
Q2 | $17.8M | Sell |
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|
2019
Q1 | $16.6M | Sell |
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|
2018
Q4 | $14.3M | Buy |
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|
2018
Q3 | $16M | Buy |
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|
2018
Q2 | $12.6M | Buy |
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|
2018
Q1 | $10M | Sell |
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|
2017
Q4 | $9.76M | Sell |
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|
2017
Q3 | $9.16M | Sell |
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|
2017
Q2 | $8.18M | Buy |
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|
2017
Q1 | $526K | Buy |
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|
2016
Q4 | $431K | Hold |
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|
2016
Q3 | $457K | Sell |
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|
2016
Q2 | $855K | Buy |
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|
2016
Q1 | $848K | Buy |
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|
2015
Q4 | $734K | Buy |
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|
2015
Q3 | $650K | Hold |
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|
2015
Q2 | $626K | Hold |
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|
2015
Q1 | $610K | Buy |
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|
2014
Q4 | $597K | Buy |
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|
2014
Q3 | $433K | Hold |
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|
2014
Q2 | $427K | Buy |
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|
2014
Q1 | $395K | Hold |
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|
2013
Q4 | $408K | Sell |
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|
2013
Q3 | $384K | Hold |
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|
2013
Q2 | $368K | Buy |
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