BWCS
Beirne Wealth Consulting Services’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$577K | 0.18% | 64 |
|
|
2023
Q4 | $939K | Buy |
3,604
+2,069
| +135% | +$539K | 0.46% | 46 |
|
|
2023
Q3 | $365K | Hold |
1,535
| – | – | 0.29% | 64 |
|
|
2023
Q2 | $365K | Sell |
1,535
-31
| -2% | -$7.36K | 0.29% | 64 |
|
|
2023
Q1 | $353K | Sell |
1,566
-1,080
| -41% | -$243K | 0.25% | 71 |
|
|
2022
Q4 | $632K | Buy |
2,646
+1,053
| +66% | +$251K | 0.31% | 47 |
|
|
2022
Q3 | $283K | Hold |
1,593
| – | – | 0.11% | 78 |
|
|
2022
Q2 | $314K | Sell |
1,593
-30
| -2% | -$5.91K | 0.21% | 66 |
|
|
2022
Q1 | $360K | Hold |
1,623
| – | – | 0.2% | 68 |
|
|
2021
Q4 | $352K | Buy |
1,623
+30
| +2% | +$6.51K | 0.19% | 67 |
|
|
2021
Q3 | $356K | Buy |
1,593
+400
| +34% | +$89.4K | 0.2% | 66 |
|
|
2021
Q2 | $280K | Sell |
1,193
-4
| -0.3% | -$939 | 0.15% | 81 |
|
|
2021
Q1 | $253K | Sell |
1,197
-2,325
| -66% | -$491K | 0.15% | 77 |
|
|
2020
Q4 | $770K | Buy |
3,522
+41
| +1% | +$8.96K | 0.38% | 52 |
|
|
2020
Q3 | $696K | Buy |
+3,481
| New | +$696K | 0.41% | 46 |
|
|
2020
Q1 | – | Sell |
-1,100
| Closed | -$207K | – | 93 |
|
|
2019
Q4 | $207K | Sell |
1,100
-142
| -11% | -$26.7K | 0.18% | 85 |
|
|
2019
Q3 | $214K | Buy |
1,242
+22
| +2% | +$3.79K | 0.18% | 124 |
|
|
2019
Q2 | $212K | Sell |
1,220
-1,263
| -51% | -$219K | 0.19% | 119 |
|
|
2019
Q1 | $388K | Sell |
2,483
-200
| -7% | -$31.3K | 0.3% | 108 |
|
|
2018
Q4 | $354K | Buy |
+2,683
| New | +$354K | 0.3% | 107 |
|