BIA
Benchmark Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.27M | Buy |
12,190
+3,661
| +43% | +$1.28M | 2.77% | 8 |
|
|
2024
Q4 | $2.7M | Buy |
8,529
+12
| +0.1% | +$3.79K | 1.75% | 16 |
|
|
2024
Q3 | $2.34M | Buy |
8,517
+53
| +0.6% | +$14.6K | 1.67% | 17 |
|
|
2024
Q2 | $2.22M | Buy |
8,464
+529
| +7% | +$139K | 1.61% | 16 |
|
|
2024
Q1 | $2.21M | Sell |
7,935
-81
| -1% | -$22.6K | 1.75% | 16 |
|
|
2023
Q4 | $2.09M | Sell |
8,016
-2,924
| -27% | -$761K | 1.93% | 15 |
|
|
2023
Q3 | $2.52M | Buy |
10,940
+90
| +0.8% | +$20.7K | 2.54% | 7 |
|
|
2023
Q2 | $2.58M | Sell |
10,850
-32
| -0.3% | -$7.6K | 2.38% | 8 |
|
|
2023
Q1 | $2.45M | Buy |
10,882
+1,685
| +18% | +$380K | 2.52% | 7 |
|
|
2022
Q4 | $1.91M | Sell |
9,197
-1,890
| -17% | -$393K | 2.02% | 14 |
|
|
2022
Q3 | $1.97M | Buy |
11,087
+3,009
| +37% | +$535K | 2.12% | 13 |
|
|
2022
Q2 | $1.59M | Sell |
8,078
-667
| -8% | -$131K | 1.66% | 20 |
|
|
2022
Q1 | $1.94M | Sell |
8,745
-56
| -0.6% | -$12.4K | 1.46% | 17 |
|
|
2021
Q4 | $1.91M | Buy |
+8,801
| New | +$1.91M | 1.57% | 19 |
|