BAM
Belpointe Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.18M | Buy |
20,212
+672
| +3% | +$239K | 0.3% | 64 |
|
|
2025
Q1 | $6.85M | Buy |
19,540
+4,744
| +32% | +$1.66M | 0.36% | 48 |
|
|
2024
Q4 | $4.09M | Sell |
14,796
-2,050
| -12% | -$567K | 0.25% | 81 |
|
|
2024
Q3 | $4.63M | Buy |
16,846
+3,882
| +30% | +$1.07M | 0.28% | 68 |
|
|
2024
Q2 | $3.4M | Sell |
12,964
-252
| -2% | -$66.1K | 0.24% | 83 |
|
|
2024
Q1 | $3.69M | Buy |
13,216
+1,940
| +17% | +$541K | 0.28% | 70 |
|
|
2023
Q4 | $2.94M | Sell |
11,276
-492
| -4% | -$128K | 0.26% | 75 |
|
|
2023
Q3 | $2.71M | Buy |
11,768
+3,276
| +39% | +$754K | 0.28% | 63 |
|
|
2023
Q2 | $2.02M | Sell |
8,492
-13,735
| -62% | -$3.26M | 0.21% | 97 |
|
|
2023
Q1 | $5.01M | Buy |
22,227
+3,206
| +17% | +$723K | 0.27% | 59 |
|
|
2022
Q4 | $3.95M | Buy |
19,021
+671
| +4% | +$139K | 0.24% | 76 |
|
|
2022
Q3 | $3.26M | Buy |
18,350
+625
| +4% | +$111K | 0.22% | 88 |
|
|
2022
Q2 | $3.49M | Buy |
17,725
+1,115
| +7% | +$220K | 0.23% | 84 |
|
|
2022
Q1 | $3.68M | Buy |
16,610
+156
| +0.9% | +$34.6K | 0.22% | 82 |
|
|
2021
Q4 | $3.57M | Buy |
16,454
+264
| +2% | +$57.2K | 0.22% | 94 |
|
|
2021
Q3 | $3.61M | Buy |
16,190
+1,686
| +12% | +$375K | 0.25% | 82 |
|
|
2021
Q2 | $3.39M | Buy |
14,504
+656
| +5% | +$153K | 0.24% | 80 |
|
|
2021
Q1 | $2.93M | Buy |
13,848
+280
| +2% | +$59.3K | 0.25% | 78 |
|
|
2020
Q4 | $2.97M | Buy |
13,568
+297
| +2% | +$65K | 0.27% | 79 |
|
|
2020
Q3 | $2.65M | Buy |
13,271
+651
| +5% | +$130K | 0.3% | 74 |
|
|
2020
Q2 | $2.44M | Buy |
12,620
+1,695
| +16% | +$327K | 0.32% | 65 |
|
|
2020
Q1 | $1.76M | Sell |
10,925
-3,836
| -26% | -$618K | 0.31% | 72 |
|
|
2019
Q4 | $2.77M | Buy |
14,761
+571
| +4% | +$107K | 0.35% | 72 |
|
|
2019
Q3 | $2.44M | Buy |
14,190
+2,296
| +19% | +$395K | 0.39% | 48 |
|
|
2019
Q2 | $2.06M | Sell |
11,894
-2,925
| -20% | -$508K | 0.41% | 48 |
|
|
2019
Q1 | $2.31M | Buy |
14,819
+3,727
| +34% | +$582K | 0.45% | 40 |
|
|
2018
Q4 | $1.46M | Buy |
11,092
+4,154
| +60% | +$548K | 0.37% | 56 |
|
|
2018
Q3 | $1.04M | Buy |
6,938
+4,500
| +185% | +$675K | 0.16% | 115 |
|
|
2018
Q2 | $323K | Buy |
2,438
+213
| +10% | +$28.2K | 0.09% | 243 |
|
|
2018
Q1 | $266K | Sell |
2,225
-3,218
| -59% | -$385K | 0.08% | 268 |
|
|
2017
Q4 | $621K | Buy |
5,443
+2,436
| +81% | +$278K | 0.14% | 173 |
|
|
2017
Q3 | $316K | Buy |
+3,007
| New | +$316K | 0.07% | 304 |
|