Bedell Frazier Investment Counselling’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
4,531
+175
| +4% | +$62.1K | 0.41% | 56 |
|
|
2025
Q1 | $1.53M | Sell |
4,356
-570
| -12% | -$200K | 0.39% | 52 |
|
|
2024
Q4 | $1.56M | Sell |
4,926
-236
| -5% | -$74.6K | 0.39% | 54 |
|
|
2024
Q3 | $1.42M | Sell |
5,162
-3
| -0.1% | -$825 | 0.34% | 53 |
|
|
2024
Q2 | $1.36M | Buy |
5,165
+13
| +0.3% | +$3.41K | 0.33% | 62 |
|
|
2024
Q1 | $1.44M | Buy |
5,152
+138
| +3% | +$38.5K | 0.36% | 59 |
|
|
2023
Q4 | $1.31M | Sell |
5,014
-43
| -0.9% | -$11.2K | 0.36% | 52 |
|
|
2023
Q3 | $1.16M | Hold |
5,057
| – | – | 0.35% | 51 |
|
|
2023
Q2 | $1.2M | Sell |
5,057
-179
| -3% | -$42.5K | 0.35% | 52 |
|
|
2023
Q1 | $1.18M | Buy |
5,236
+125
| +2% | +$28.2K | 0.35% | 49 |
|
|
2022
Q4 | $1.06M | Hold |
5,111
| – | – | 0.28% | 58 |
|
|
2022
Q3 | $908K | Buy |
5,111
+2,050
| +67% | +$364K | 0.26% | 56 |
|
|
2022
Q2 | $603K | Hold |
3,061
| – | – | 0.19% | 52 |
|
|
2022
Q1 | $679K | Sell |
3,061
-29
| -0.9% | -$6.43K | 0.17% | 61 |
|
|
2021
Q4 | $670K | Buy |
3,090
+2,019
| +189% | +$438K | 0.16% | 68 |
|
|
2021
Q3 | $239K | Hold |
1,071
| – | – | 0.07% | 87 |
|
|
2021
Q2 | $250K | Buy |
1,071
+8
| +0.8% | +$1.87K | 0.06% | 89 |
|
|
2021
Q1 | $225K | Buy |
+1,063
| New | +$225K | 0.06% | 84 |
|