BA
Bellwether Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Buy |
7,833
+6,910
| +749% | +$2.45M | 0.48% | 49 |
|
|
2025
Q1 | $323K | Sell |
923
-45
| -5% | -$15.8K | 0.07% | 99 |
|
|
2024
Q4 | $306K | Buy |
968
+47
| +5% | +$14.9K | 0.05% | 105 |
|
|
2024
Q3 | $253K | Sell |
921
-30
| -3% | -$8.25K | 0.05% | 106 |
|
|
2024
Q2 | $250K | Buy |
951
+97
| +11% | +$25.5K | 0.05% | 106 |
|
|
2024
Q1 | $238K | Buy |
854
+13
| +2% | +$3.63K | 0.05% | 110 |
|
|
2023
Q4 | $219K | Sell |
841
-6,100
| -88% | -$1.59M | 0.05% | 109 |
|
|
2023
Q3 | $1.6M | Buy |
+6,941
| New | +$1.6M | 0.43% | 50 |
|
|
2023
Q2 | – | Sell |
-799
| Closed | -$180K | – | 449 |
|
|
2023
Q1 | $180K | Hold |
799
| – | – | 0.05% | 125 |
|
|
2022
Q4 | $166K | Sell |
799
-143
| -15% | -$29.7K | 0.05% | 129 |
|
|
2022
Q3 | $167K | Sell |
942
-2,109
| -69% | -$374K | 0.06% | 106 |
|
|
2022
Q2 | $600K | Buy |
3,051
+226
| +8% | +$44.4K | 0.19% | 74 |
|
|
2022
Q1 | $626K | Buy |
2,825
+2,236
| +380% | +$495K | 0.19% | 88 |
|
|
2021
Q4 | $127K | Hold |
589
| – | – | 0.04% | 142 |
|
|
2021
Q3 | $131K | Buy |
589
+74
| +14% | +$16.5K | 0.04% | 162 |
|
|
2021
Q2 | $120K | Hold |
515
| – | – | 0.04% | 147 |
|
|
2021
Q1 | $109K | Hold |
515
| – | – | 0.04% | 132 |
|
|
2020
Q4 | $112K | Buy |
+515
| New | +$112K | 0.05% | 125 |
|