Beaird Harris Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Sell |
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|
2025
Q1 | $115K | Buy |
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|
2024
Q4 | $95.4K | Buy |
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|
2024
Q3 | $68.7K | Sell |
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|
2024
Q2 | $66.4K | Buy |
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|
2024
Q1 | $62.2K | Sell |
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|
2023
Q4 | $94.2K | Buy |
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|
2023
Q3 | $26.7K | Buy |
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|
2023
Q2 | $24.2K | Hold |
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|
2023
Q1 | $23K | Sell |
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|
2022
Q4 | $83.5K | Buy |
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|
2022
Q3 | $18K | Hold |
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|
2022
Q2 | $20K | Sell |
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|
2022
Q1 | $120K | Buy |
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|
2021
Q4 | $101K | Buy |
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