Bernardo Wealth Planning’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
638
+33
| +5% | +$11.7K | 0.05% | 113 |
|
|
2025
Q1 | $212K | Buy |
+605
| New | +$212K | 0.05% | 109 |
|
|
2021
Q1 | – | Sell |
-5,264
| Closed | -$1.15M | – | 147 |
|
|
2020
Q4 | $1.15M | Sell |
5,264
-36
| -0.7% | -$7.87K | 0.44% | 41 |
|
|
2020
Q3 | $1.06M | Buy |
5,300
+1,678
| +46% | +$335K | 0.48% | 39 |
|
|
2020
Q2 | $699K | Buy |
3,622
+81
| +2% | +$15.6K | 0.38% | 53 |
|
|
2020
Q1 | $570K | Buy |
3,541
+88
| +3% | +$14.2K | 0.4% | 62 |
|
|
2019
Q4 | $648K | Sell |
3,453
-25
| -0.7% | -$4.69K | 0.39% | 58 |
|
|
2019
Q3 | $598K | Sell |
3,478
-126
| -3% | -$21.7K | 0.43% | 52 |
|
|
2019
Q2 | $625K | Hold |
3,604
| – | – | 0.49% | 51 |
|
|
2019
Q1 | $563K | Buy |
3,604
+181
| +5% | +$28.3K | 0.45% | 56 |
|
|
2018
Q4 | $452K | Buy |
+3,423
| New | +$452K | 0.4% | 59 |
|