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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $428K | Hold |
1,247
| – | – | 0.02% | 194 |
|
|
2026
Q1 | $377K | Buy |
1,247
+6
| +0.5% | +$1.93K | 0.02% | 201 |
|
|
2025
Q4 | $435K | Sell |
1,241
-67
| -5% | -$22.8K | 0.02% | 188 |
|
|
2025
Q3 | $447K | Sell |
1,308
-57
| -4% | -$19.7K | 0.02% | 182 |
|
|
2025
Q2 | $485K | Sell |
1,365
-2,289
| -63% | -$798K | 0.02% | 172 |
|
|
2025
Q1 | $1.28M | Buy |
3,654
+158
| +5% | +$53.5K | 0.06% | 122 |
|
|
2024
Q4 | $1.1M | Sell |
3,496
-605
| -15% | -$182K | 0.05% | 129 |
|
|
2024
Q3 | $1.13M | Buy |
4,101
+111
| +3% | +$30K | 0.05% | 134 |
|
|
2024
Q2 | $1.05M | Buy |
3,990
+62
| +2% | +$17K | 0.04% | 134 |
|
|
2024
Q1 | $1.1M | Buy |
3,928
+800
| +26% | +$221K | 0.05% | 133 |
|
|
2023
Q4 | $814K | Sell |
3,128
-114
| -4% | -$28.1K | 0.04% | 152 |
|
|
2023
Q3 | $746K | Buy |
3,242
+78
| +2% | +$18.7K | 0.04% | 163 |
|
|
2023
Q2 | $751K | Sell |
3,164
-91
| -3% | -$20.8K | 0.03% | 167 |
|
|
2023
Q1 | $734K | Sell |
3,255
-52
| -2% | -$11.6K | 0.04% | 161 |
|
|
2022
Q4 | $687K | Sell |
3,307
-200
| -6% | -$40.3K | 0.04% | 166 |
|
|
2022
Q3 | $623K | Buy |
3,507
+2,185
| +165% | +$445K | 0.03% | 174 |
|
|
2022
Q2 | $260K | Buy |
1,322
+50
| +4% | +$10.3K | 0.01% | 246 |
|
|
2022
Q1 | $282K | Sell |
1,272
-8
| -0.6% | -$1.73K | 0.01% | 257 |
|
|
2021
Q4 | $277K | Buy |
1,280
+140
| +12% | +$30.1K | 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% | -$81.7K | 0.01% | 276 |
|
|
2020
Q4 | $334K | Buy |
+1,528
| New | +$313K | 0.02% | 220 |
|
Other funds holding V
WT
CRM
CAM
DC
CNB
AAMU
DLA
SI
P