BI
Berkeley Inc’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7M | Sell |
47,168
-227
| -0.5% | -$80.6K | 6.01% | 2 |
|
|
2025
Q1 | $16.6M | Sell |
47,395
-564
| -1% | -$198K | 7.79% | 2 |
|
|
2024
Q4 | $15.2M | Sell |
47,959
-26,087
| -35% | -$8.24M | 7.84% | 2 |
|
|
2024
Q3 | $20.4M | Buy |
74,046
+37,857
| +105% | +$10.4M | 5.93% | 4 |
|
|
2024
Q2 | $9.5M | Buy |
36,189
+1,042
| +3% | +$273K | 5.9% | 4 |
|
|
2024
Q1 | $9.81M | Sell |
35,147
-418
| -1% | -$117K | 5.94% | 2 |
|
|
2023
Q4 | $9.26M | Sell |
35,565
-247
| -0.7% | -$64.3K | 5.82% | 2 |
|
|
2023
Q3 | $8.24M | Sell |
35,812
-29
| -0.1% | -$6.67K | 5.62% | 2 |
|
|
2023
Q2 | $8.51M | Buy |
35,841
+594
| +2% | +$141K | 5.73% | 2 |
|
|
2023
Q1 | $7.95M | Sell |
35,247
-143
| -0.4% | -$32.2K | 5.77% | 3 |
|
|
2022
Q4 | $7.35M | Buy |
35,390
+31
| +0.1% | +$6.44K | 5.55% | 2 |
|
|
2022
Q3 | $6.28M | Sell |
35,359
-17
| -0% | -$3.02K | 5.29% | 3 |
|
|
2022
Q2 | $6.97M | Buy |
35,376
+2,189
| +7% | +$431K | 5.58% | 3 |
|
|
2022
Q1 | $7.36M | Buy |
33,187
+2,613
| +9% | +$579K | 5.14% | 3 |
|
|
2021
Q4 | $6.63M | Buy |
30,574
+3,625
| +13% | +$786K | 4.41% | 3 |
|
|
2021
Q3 | $6M | Sell |
26,949
-804
| -3% | -$179K | 4.42% | 4 |
|
|
2021
Q2 | $6.49M | Sell |
27,753
-348
| -1% | -$81.4K | 4.65% | 3 |
|
|
2021
Q1 | $5.95M | Buy |
28,101
+1,288
| +5% | +$273K | 4.43% | 3 |
|
|
2020
Q4 | $5.86M | Buy |
+26,813
| New | +$5.86M | 4.74% | 3 |
|