Baron Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
4,453
+441
| +11% | +$157K | 0.56% | 21 |
|
|
2025
Q1 | $1.41M | Buy |
4,012
+455
| +13% | +$159K | 0.62% | 17 |
|
|
2024
Q4 | $1.12M | Sell |
3,557
-58
| -2% | -$18.3K | 0.53% | 21 |
|
|
2024
Q3 | $994K | Buy |
3,615
+339
| +10% | +$93.2K | 0.48% | 27 |
|
|
2024
Q2 | $860K | Sell |
3,276
-75
| -2% | -$19.7K | 0.45% | 26 |
|
|
2024
Q1 | $935K | Buy |
3,351
+394
| +13% | +$110K | 0.5% | 27 |
|
|
2023
Q4 | $770K | Buy |
2,957
+30
| +1% | +$7.81K | 0.42% | 27 |
|
|
2023
Q3 | $673K | Buy |
2,927
+29
| +1% | +$6.67K | 0.43% | 29 |
|
|
2023
Q2 | $688K | Buy |
2,898
+21
| +0.7% | +$4.99K | 0.44% | 27 |
|
|
2023
Q1 | $649K | Buy |
2,877
+13
| +0.5% | +$2.93K | 0.46% | 27 |
|
|
2022
Q4 | $595K | Buy |
+2,864
| New | +$595K | 0.46% | 30 |
|