BDO Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $926K | Buy |
|
|||||
|
2023
Q1 | $814K | Buy |
|
|||||
|
2022
Q4 | $678K | Sell |
|
|||||
|
2022
Q3 | $589K | Sell |
|
|||||
|
2022
Q2 | $658K | Sell |
|
|||||
|
2022
Q1 | $762K | Sell |
|
|||||
|
2021
Q4 | $770K | Sell |
|
|||||
|
2021
Q3 | $798K | Buy |
|
|||||
|
2021
Q2 | $802K | Buy |
|
|||||
|
2021
Q1 | $703K | Sell |
|
|||||
|
2020
Q4 | $1.01M | Buy |
|
|||||
|
2020
Q3 | $914K | Buy |
|
|||||
|
2020
Q2 | $874K | Sell |
|
|||||
|
2020
Q1 | $815K | Buy |
|
|||||
|
2019
Q4 | $489K | Buy |
|
|||||
|
2019
Q3 | $431K | Sell |
|
|||||
|
2019
Q2 | $453K | Buy |
|
|||||
|
2019
Q1 | $224K | Buy |
|
|||||
|
2018
Q4 | $183K | Hold |
|
|||||
|
2018
Q3 | $208K | Sell |
|
|||||
|
2018
Q2 | $214K | Buy |
|
|||||
|
2018
Q1 | $147K | Buy |
|
|||||
|
2017
Q4 | $115K | Buy |
|
|||||
|
2017
Q3 | $105K | Sell |
|
|||||
|
2017
Q2 | $115K | Buy |
|