Beacon Investment Advisory Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Sell |
1,365
-2,289
| -63% | -$813K | 0.02% | 172 |
|
|
2025
Q1 | $1.28M | Buy |
3,654
+158
| +5% | +$55.4K | 0.06% | 121 |
|
|
2024
Q4 | $1.1M | Sell |
3,496
-605
| -15% | -$191K | 0.05% | 128 |
|
|
2024
Q3 | $1.13M | Buy |
4,101
+111
| +3% | +$30.5K | 0.05% | 134 |
|
|
2024
Q2 | $1.05M | Buy |
3,990
+62
| +2% | +$16.3K | 0.04% | 134 |
|
|
2024
Q1 | $1.1M | Buy |
3,928
+800
| +26% | +$223K | 0.05% | 133 |
|
|
2023
Q4 | $814K | Sell |
3,128
-114
| -4% | -$29.7K | 0.04% | 152 |
|
|
2023
Q3 | $746K | Buy |
3,242
+78
| +2% | +$17.9K | 0.04% | 163 |
|
|
2023
Q2 | $751K | Sell |
3,164
-91
| -3% | -$21.6K | 0.03% | 167 |
|
|
2023
Q1 | $734K | Sell |
3,255
-52
| -2% | -$11.7K | 0.04% | 161 |
|
|
2022
Q4 | $687K | Sell |
3,307
-200
| -6% | -$41.6K | 0.04% | 166 |
|
|
2022
Q3 | $623K | Buy |
3,507
+2,185
| +165% | +$388K | 0.03% | 174 |
|
|
2022
Q2 | $260K | Buy |
1,322
+50
| +4% | +$9.83K | 0.01% | 244 |
|
|
2022
Q1 | $282K | Sell |
1,272
-8
| -0.6% | -$1.77K | 0.01% | 257 |
|
|
2021
Q4 | $277K | Buy |
1,280
+140
| +12% | +$30.3K | 0.01% | 263 |
|
|
2021
Q3 | $254K | Hold |
1,140
| – | – | 0.01% | 266 |
|
|
2021
Q2 | $267K | Hold |
1,140
| – | – | 0.01% | 273 |
|
|
2021
Q1 | $241K | Sell |
1,140
-388
| -25% | -$82K | 0.01% | 276 |
|
|
2020
Q4 | $334K | Buy |
+1,528
| New | +$334K | 0.02% | 220 |
|