Bay Harbor Wealth Management’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 | $178K | Buy |
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|
2025
Q2 | $181K | Buy |
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|
2025
Q1 | $129K | Sell |
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|
2024
Q4 | $161K | Buy |
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|
2024
Q3 | $93.5K | Sell |
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|
2024
Q2 | $92.7K | Sell |
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|
2024
Q1 | $98.8K | Sell |
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|
2023
Q4 | $92.9K | Sell |
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|
2023
Q3 | $82.8K | Sell |
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|
2023
Q2 | $86.4K | Sell |
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|
2023
Q1 | $88.2K | Hold |
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|
2022
Q4 | $81K | Sell |
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|
2022
Q3 | $70K | Hold |
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|
2022
Q2 | $77K | Hold |
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|
2022
Q1 | $87K | Hold |
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|
2021
Q4 | $89K | Buy |
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|
2021
Q3 | $84K | Hold |
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|
2021
Q2 | $88K | Buy |
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|
2021
Q1 | $54K | Sell |
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|
2020
Q4 | $59K | Buy |
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|
2020
Q3 | $53K | Buy |
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|
2020
Q2 | $48K | Sell |
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|
2020
Q1 | $46K | Buy |
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|
2019
Q4 | $48K | Sell |
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|
2019
Q3 | $49K | Sell |
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|
2019
Q2 | $52K | Sell |
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|
2019
Q1 | $52K | Buy |
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|
2018
Q4 | $41K | Buy |
|