Beaird Harris Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Sell |
305
-23
| -7% | -$8.17K | 0.01% | 176 |
|
|
2025
Q1 | $115K | Buy |
328
+26
| +9% | +$9.11K | 0.01% | 157 |
|
|
2024
Q4 | $95.4K | Buy |
302
+52
| +21% | +$16.4K | 0.01% | 175 |
|
|
2024
Q3 | $68.7K | Sell |
250
-3
| -1% | -$825 | 0.01% | 207 |
|
|
2024
Q2 | $66.4K | Buy |
253
+30
| +13% | +$7.87K | 0.01% | 193 |
|
|
2024
Q1 | $62.2K | Sell |
223
-139
| -38% | -$38.8K | 0.01% | 186 |
|
|
2023
Q4 | $94.2K | Buy |
362
+246
| +212% | +$64K | 0.01% | 146 |
|
|
2023
Q3 | $26.7K | Buy |
116
+14
| +14% | +$3.22K | ﹤0.01% | 216 |
|
|
2023
Q2 | $24.2K | Hold |
102
| – | – | ﹤0.01% | 218 |
|
|
2023
Q1 | $23K | Sell |
102
-300
| -75% | -$67.6K | ﹤0.01% | 217 |
|
|
2022
Q4 | $83.5K | Buy |
402
+300
| +294% | +$62.3K | 0.02% | 147 |
|
|
2022
Q3 | $18K | Hold |
102
| – | – | ﹤0.01% | 240 |
|
|
2022
Q2 | $20K | Sell |
102
-439
| -81% | -$86.1K | 0.01% | 205 |
|
|
2022
Q1 | $120K | Buy |
541
+75
| +16% | +$16.6K | 0.04% | 115 |
|
|
2021
Q4 | $101K | Buy |
+466
| New | +$101K | 0.04% | 162 |
|