Beacon Investment Advisory Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $447K | Sell |
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|
2025
Q2 | $485K | Sell |
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|
2025
Q1 | $1.28M | Buy |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | $814K | Sell |
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|
2023
Q3 | $746K | Buy |
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|
2023
Q2 | $751K | Sell |
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|
2023
Q1 | $734K | Sell |
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|
2022
Q4 | $687K | Sell |
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|
2022
Q3 | $623K | Buy |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $282K | Sell |
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|
2021
Q4 | $277K | Buy |
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|
2021
Q3 | $254K | Hold |
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|
2021
Q2 | $267K | Hold |
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|
2021
Q1 | $241K | Sell |
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|
2020
Q4 | $334K | Buy |
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