Baron Silver Stevens Financial Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
5,901
+548
| +10% | +$195K | 0.34% | 41 |
|
|
2025
Q1 | $1.88M | Buy |
5,353
+40
| +0.8% | +$14K | 0.33% | 39 |
|
|
2024
Q4 | $1.68M | Hold |
5,313
| – | – | 0.29% | 44 |
|
|
2024
Q3 | $1.46M | Buy |
5,313
+26
| +0.5% | +$7.15K | 0.26% | 47 |
|
|
2024
Q2 | $1.39M | Buy |
5,287
+1,544
| +41% | +$405K | 0.26% | 43 |
|
|
2024
Q1 | $1.04M | Buy |
3,743
+442
| +13% | +$123K | 0.2% | 50 |
|
|
2023
Q4 | $860K | Buy |
3,301
+258
| +8% | +$67.2K | 0.18% | 51 |
|
|
2023
Q3 | $700K | Buy |
3,043
+379
| +14% | +$87.2K | 0.16% | 51 |
|
|
2023
Q2 | $633K | Hold |
2,664
| – | – | 0.14% | 54 |
|
|
2023
Q1 | $601K | Buy |
2,664
+254
| +11% | +$57.3K | 0.16% | 52 |
|
|
2022
Q4 | $501K | Buy |
+2,410
| New | +$501K | 0.12% | 51 |
|
|
2022
Q3 | – | Sell |
-3,561
| Closed | -$701K | – | 149 |
|
|
2022
Q2 | $701K | Buy |
3,561
+1,295
| +57% | +$255K | 0.18% | 44 |
|
|
2022
Q1 | $502K | Buy |
2,266
+239
| +12% | +$52.9K | 0.12% | 52 |
|
|
2021
Q4 | $439K | Buy |
2,027
+115
| +6% | +$24.9K | 0.1% | 55 |
|
|
2021
Q3 | $426K | Sell |
1,912
-1,183
| -38% | -$264K | 0.11% | 50 |
|
|
2021
Q2 | $723K | Buy |
3,095
+1,250
| +68% | +$292K | 0.2% | 40 |
|
|
2021
Q1 | $390K | Buy |
1,845
+18
| +1% | +$3.81K | 0.21% | 30 |
|
|
2020
Q4 | $399K | Buy |
+1,827
| New | +$399K | 0.14% | 43 |
|