Beacon Capital Management LLC (Tennessee)’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $537K | Sell |
1,511
-37
| -2% | -$13.1K | 0.07% | 60 |
|
2025
Q1 | $543K | Buy |
1,548
+58
| +4% | +$20.3K | 0.07% | 55 |
|
2024
Q4 | $471K | Sell |
1,490
-137
| -8% | -$43.3K | 0.06% | 66 |
|
2024
Q3 | $447K | Buy |
1,627
+241
| +17% | +$66.3K | 0.06% | 64 |
|
2024
Q2 | $364K | Buy |
1,386
+90
| +7% | +$23.6K | 0.07% | 66 |
|
2024
Q1 | $362K | Buy |
1,296
+260
| +25% | +$72.6K | 0.07% | 64 |
|
2023
Q4 | $238K | Sell |
1,036
-11
| -1% | -$2.53K | 0.07% | 73 |
|
2023
Q3 | $249K | Hold |
1,047
| – | – | 0.07% | 75 |
|
2023
Q2 | $249K | Buy |
1,047
+149
| +17% | +$35.4K | 0.07% | 75 |
|
2023
Q1 | $203K | Buy |
898
+13
| +1% | +$2.93K | 0.06% | 89 |
|
2022
Q4 | $184K | Buy |
885
+105
| +13% | +$21.8K | 0.06% | 96 |
|
2022
Q3 | $153K | Sell |
780
-381
| -33% | -$74.7K | 0.05% | 104 |
|
2022
Q2 | $257K | Hold |
1,161
| – | – | 0.06% | 76 |
|
2022
Q1 | $257K | Buy |
+1,161
| New | +$257K | 0.06% | 76 |
|