Bell & Brown Wealth 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 | $337K | Buy |
949
+42
| +5% | +$14.9K | 0.12% | 62 |
|
|
2025
Q1 | $318K | Buy |
907
+53
| +6% | +$18.6K | 0.12% | 61 |
|
|
2024
Q4 | $270K | Sell |
854
-60
| -7% | -$19K | 0.1% | 63 |
|
|
2024
Q3 | $251K | Sell |
914
-150
| -14% | -$41.2K | 0.1% | 63 |
|
|
2024
Q2 | $279K | Buy |
1,064
+250
| +31% | +$65.6K | 0.11% | 63 |
|
|
2024
Q1 | $227K | Hold |
814
| – | – | 0.1% | 64 |
|
|
2023
Q4 | $212K | Buy |
+814
| New | +$212K | 0.1% | 71 |
|