Beacon Bridge Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Buy |
1,207
+1
| +0.1% | +$355 | 0.17% | 65 |
|
|
2025
Q1 | $423K | Buy |
1,206
+23
| +2% | +$8.06K | 0.18% | 66 |
|
|
2024
Q4 | $374K | Hold |
1,183
| – | – | 0.16% | 68 |
|
|
2024
Q3 | $325K | Hold |
1,183
| – | – | 0.14% | 70 |
|
|
2024
Q2 | $311K | Hold |
1,183
| – | – | 0.14% | 75 |
|
|
2024
Q1 | $330K | Hold |
1,183
| – | – | 0.16% | 75 |
|
|
2023
Q4 | $308K | Buy |
1,183
+2
| +0.2% | +$521 | 0.15% | 72 |
|
|
2023
Q3 | $272K | Buy |
1,181
+1
| +0.1% | +$230 | 0.14% | 67 |
|
|
2023
Q2 | $280K | Sell |
1,180
-2
| -0.2% | -$475 | 0.14% | 68 |
|
|
2023
Q1 | $266K | Sell |
1,182
-1
| -0.1% | -$225 | 0.16% | 73 |
|
|
2022
Q4 | $246K | Buy |
+1,183
| New | +$246K | 0.18% | 79 |
|