Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $524K | Buy |
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|
2023
Q3 | $444K | Buy |
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|
2023
Q2 | $422K | Buy |
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|
2023
Q1 | $256K | Buy |
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|
2022
Q4 | $231K | Sell |
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|
2022
Q3 | $200K | Sell |
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|
2022
Q2 | $313K | Buy |
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|
2022
Q1 | $348K | Sell |
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|
2021
Q4 | $343K | Buy |
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|
2021
Q3 | $350K | Sell |
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|
2021
Q2 | $371K | Buy |
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|
2021
Q1 | $326K | Sell |
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|
2020
Q4 | $347K | Sell |
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|
2020
Q3 | $331K | Sell |
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|
2020
Q2 | $479K | Buy |
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|
2020
Q1 | $375K | Buy |
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|
2019
Q4 | $327K | Sell |
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|
2019
Q3 | $303K | Sell |
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|
2019
Q2 | $376K | Sell |
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|
2019
Q1 | $387K | Buy |
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|
2018
Q4 | $288K | Buy |
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|
2018
Q3 | $282K | Buy |
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|
2018
Q2 | $197K | Buy |
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|
2018
Q1 | $168K | Buy |
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|
2017
Q4 | $98K | Sell |
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|
2017
Q3 | $85K | Buy |
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|
2017
Q2 | $68K | Buy |
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|
2017
Q1 | $35K | Sell |
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|
2016
Q4 | $48K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $12K | Buy |
|