Beech Hill Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.07M | Sell |
8,645
-3,353
| -28% | -$1.19M | 1.38% | 27 |
|
2025
Q1 | $4.2M | Sell |
11,998
-2,673
| -18% | -$937K | 1.67% | 19 |
|
2024
Q4 | $4.64M | Sell |
14,671
-291
| -2% | -$92K | 1.74% | 19 |
|
2024
Q3 | $4.11M | Buy |
14,962
+482
| +3% | +$133K | 1.56% | 21 |
|
2024
Q2 | $3.8M | Sell |
14,480
-205
| -1% | -$53.8K | 1.57% | 22 |
|
2024
Q1 | $4.1M | Sell |
14,685
-191
| -1% | -$53.3K | 1.7% | 18 |
|
2023
Q4 | $3.87M | Sell |
14,876
-457
| -3% | -$119K | 1.87% | 17 |
|
2023
Q3 | $3.53M | Sell |
15,333
-120
| -0.8% | -$27.6K | 1.78% | 20 |
|
2023
Q2 | $3.67M | Sell |
15,453
-210
| -1% | -$49.9K | 1.78% | 23 |
|
2023
Q1 | $3.53M | Sell |
15,663
-131
| -0.8% | -$29.5K | 1.78% | 22 |
|
2022
Q4 | $3.28M | Sell |
15,794
-624
| -4% | -$130K | 1.82% | 22 |
|
2022
Q3 | $2.92M | Sell |
16,418
-345
| -2% | -$61.3K | 1.67% | 25 |
|
2022
Q2 | $3.3M | Sell |
16,763
-725
| -4% | -$143K | 1.76% | 21 |
|
2022
Q1 | $3.88M | Buy |
17,488
+1
| +0% | +$222 | 1.58% | 22 |
|
2021
Q4 | $3.79M | Buy |
17,487
+466
| +3% | +$101K | 1.44% | 28 |
|
2021
Q3 | $3.79M | Buy |
17,021
+51
| +0.3% | +$11.4K | 1.57% | 25 |
|
2021
Q2 | $3.97M | Sell |
16,970
-117
| -0.7% | -$27.4K | 1.61% | 22 |
|
2021
Q1 | $3.62M | Buy |
17,087
+1,222
| +8% | +$259K | 1.5% | 29 |
|
2020
Q4 | $3.47M | Buy |
15,865
+10,760
| +211% | +$2.35M | 1.54% | 27 |
|
2020
Q3 | $1.02M | Hold |
5,105
| – | – | 0.5% | 47 |
|
2020
Q2 | $986K | Buy |
+5,105
| New | +$986K | 0.5% | 48 |
|