BWCS
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Beirne Wealth Consulting Services’s Visa V Stock Holding History

Beirne Wealth Consulting Services’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$274K Sell
800
-635
-44% -$204K 0.05% 87
2026
Q1 		$434K Sell
1,435
-36
-2% -$11.6K 0.12% 73
2025
Q4 		$516K Sell
1,471
-2,406
-62% -$820K 0.15% 64
2025
Q3 		$1.32M Buy
3,877
+2,342
+153% +$811K 0.32% 53
2025
Q2 		$545K Hold
1,535
– – 0.18% 61
2025
Q1 		$538K Hold
1,535
– – 0.19% 57
2024
Q4 		$485K Hold
1,535
– – 0.17% 59
2024
Q3 		$422K Hold
1,535
– – 0.15% 67
2024
Q2 		$403K Hold
1,535
– – 0.16% 67
2024
Q1 		$428K Sell
1,535
-2,069
-57% -$571K 0.18% 64
2023
Q4 		$939K Buy
3,604
+2,069
+135% +$510K 0.46% 46
2023
Q3 		$365K Hold
1,535
– – 0.29% 64
2023
Q2 		$365K Sell
1,535
-31
-2% -$7.09K 0.29% 64
2023
Q1 		$353K Sell
1,566
-1,080
-41% -$240K 0.25% 71
2022
Q4 		$632K Buy
2,646
+1,053
+66% +$212K 0.31% 47
2022
Q3 		$283K Hold
1,593
– – 0.11% 78
2022
Q2 		$314K Sell
1,593
-30
-2% -$6.2K 0.21% 66
2022
Q1 		$360K Hold
1,623
– – 0.2% 68
2021
Q4 		$352K Buy
1,623
+30
+2% +$6.44K 0.19% 67
2021
Q3 		$356K Buy
1,593
+400
+34% +$93.8K 0.2% 66
2021
Q2 		$280K Sell
1,193
-4
-0.3% -$914 0.15% 81
2021
Q1 		$253K Sell
1,197
-2,325
-66% -$489K 0.15% 77
2020
Q4 		$770K Buy
3,522
+41
+1% +$8.39K 0.38% 52
2020
Q3 		$696K Buy
+3,481
New +$695K 0.41% 46
2020
Q1 		– Sell
-1,100
Closed -$207K – 93
2019
Q4 		$207K Sell
1,100
-142
-11% -$25.6K 0.18% 85
2019
Q3 		$214K Buy
1,242
+22
+2% +$3.92K 0.18% 124
2019
Q2 		$212K Sell
1,220
-1,263
-51% -$207K 0.19% 119
2019
Q1 		$388K Sell
2,483
-200
-7% -$28.8K 0.3% 108
2018
Q4 		$354K Buy
+2,683
New +$371K 0.3% 107

Other funds holding V

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return