Bernardo Wealth Planning’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $232K | Buy |
|
|||||
|
2025
Q2 | $227K | Buy |
|
|||||
|
2025
Q1 | $212K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $1.15M | Sell |
|
|||||
|
2020
Q3 | $1.06M | Buy |
|
|||||
|
2020
Q2 | $699K | Buy |
|
|||||
|
2020
Q1 | $570K | Buy |
|
|||||
|
2019
Q4 | $648K | Sell |
|
|||||
|
2019
Q3 | $598K | Sell |
|
|||||
|
2019
Q2 | $625K | Hold |
|
|||||
|
2019
Q1 | $563K | Buy |
|
|||||
|
2018
Q4 | $452K | Buy |
|