Berry Wealth Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
3,349
+50
| +2% | +$17.8K | 0.83% | 31 |
|
|
2025
Q1 | $1.16M | Buy |
3,299
+473
| +17% | +$166K | 0.9% | 32 |
|
|
2024
Q4 | $893K | Buy |
2,826
+110
| +4% | +$34.8K | 0.64% | 35 |
|
|
2024
Q3 | $747K | Sell |
2,716
-27
| -1% | -$7.42K | 0.54% | 36 |
|
|
2024
Q2 | $720K | Buy |
2,743
+260
| +10% | +$68.2K | 0.57% | 33 |
|
|
2024
Q1 | $693K | Sell |
2,483
-751
| -23% | -$210K | 0.58% | 29 |
|
|
2023
Q4 | $842K | Buy |
+3,234
| New | +$842K | 0.77% | 27 |
|