BIA
Bell Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Buy |
1,238
+41
| +3% | +$14.6K | 0.08% | 82 |
|
|
2025
Q1 | $420K | Buy |
1,197
+41
| +4% | +$14.4K | 0.08% | 75 |
|
|
2024
Q4 | $365K | Buy |
1,156
+95
| +9% | +$30K | 0.07% | 78 |
|
|
2024
Q3 | $292K | Sell |
1,061
-1
| -0.1% | -$275 | 0.05% | 90 |
|
|
2024
Q2 | $279K | Sell |
1,062
-7
| -0.7% | -$1.84K | 0.05% | 91 |
|
|
2024
Q1 | $298K | Buy |
1,069
+28
| +3% | +$7.81K | 0.06% | 83 |
|
|
2023
Q4 | $271K | Sell |
1,041
-1
| -0.1% | -$260 | 0.06% | 86 |
|
|
2023
Q3 | $240K | Buy |
1,042
+4
| +0.4% | +$920 | 0.05% | 84 |
|
|
2023
Q2 | $247K | Buy |
1,038
+12
| +1% | +$2.85K | 0.05% | 78 |
|
|
2023
Q1 | $231K | Buy |
1,026
+23
| +2% | +$5.19K | 0.05% | 78 |
|
|
2022
Q4 | $208K | Buy |
1,003
+317
| +46% | +$65.9K | 0.05% | 78 |
|
|
2022
Q3 | $122K | Sell |
686
-140
| -17% | -$24.9K | 0.04% | 74 |
|
|
2022
Q2 | $163K | Buy |
+826
| New | +$163K | 0.05% | 72 |
|
|
2021
Q4 | $162K | Buy |
747
+35
| +5% | +$7.59K | 0.04% | 79 |
|
|
2021
Q3 | $159K | Buy |
+712
| New | +$159K | 0.05% | 79 |
|