Barlow Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.3M | Buy |
105,303
+1,464
| +1% | +$519K | 4.46% | 4 |
|
|
2025
Q1 | $34.8M | Buy |
103,839
+1,394
| +1% | +$467K | 4.57% | 3 |
|
|
2024
Q4 | $32.4M | Buy |
102,445
+5,445
| +6% | +$1.72M | 4.1% | 4 |
|
|
2024
Q3 | $26.6M | Buy |
97,000
+1,498
| +2% | +$410K | 3.47% | 6 |
|
|
2024
Q2 | $24.3M | Buy |
95,502
+3,046
| +3% | +$774K | 3.36% | 6 |
|
|
2024
Q1 | $25.5M | Buy |
92,456
+2,475
| +3% | +$683K | 3.47% | 3 |
|
|
2023
Q4 | $23.4M | Buy |
+89,981
| New | +$23.4M | 3.33% | 3 |
|