Beam Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,664
| Closed | -$464K | – | 150 |
|
|
2024
Q1 | $464K | Buy |
1,664
+264
| +19% | +$73.7K | 0.28% | 62 |
|
|
2023
Q4 | $364K | Sell |
1,400
-1
| -0.1% | -$260 | 0.23% | 68 |
|
|
2023
Q3 | $322K | Buy |
1,401
+24
| +2% | +$5.52K | 0.23% | 76 |
|
|
2023
Q2 | $327K | Sell |
1,377
-105
| -7% | -$24.9K | 0.23% | 74 |
|
|
2023
Q1 | $334K | Sell |
1,482
-159
| -10% | -$35.8K | 0.34% | 66 |
|
|
2022
Q4 | $341K | Sell |
1,641
-40
| -2% | -$8.31K | 0.36% | 64 |
|
|
2022
Q3 | $299K | Buy |
1,681
+34
| +2% | +$6.05K | 0.33% | 73 |
|
|
2022
Q2 | $324K | Buy |
1,647
+38
| +2% | +$7.48K | 0.36% | 70 |
|
|
2022
Q1 | $357K | Buy |
1,609
+52
| +3% | +$11.5K | 0.41% | 57 |
|
|
2021
Q4 | $338K | Sell |
1,557
-1,551
| -50% | -$337K | 0.39% | 63 |
|
|
2021
Q3 | $692K | Buy |
3,108
+176
| +6% | +$39.2K | 0.59% | 53 |
|
|
2021
Q2 | $686K | Buy |
2,932
+384
| +15% | +$89.8K | 0.59% | 54 |
|
|
2021
Q1 | $539K | Sell |
2,548
-19
| -0.7% | -$4.02K | 0.48% | 72 |
|
|
2020
Q4 | $561K | Sell |
2,567
-183
| -7% | -$40K | 0.53% | 64 |
|
|
2020
Q3 | $550K | Buy |
2,750
+96
| +4% | +$19.2K | 0.52% | 58 |
|
|
2020
Q2 | $525K | Buy |
2,654
+52
| +2% | +$10.3K | 0.53% | 60 |
|
|
2020
Q1 | $419K | Sell |
2,602
-137
| -5% | -$22.1K | 0.42% | 78 |
|
|
2019
Q4 | $515K | Buy |
+2,739
| New | +$515K | 0.48% | 66 |
|