BWG
Beta Wealth Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
593
+14
| +2% | +$4.98K | 0.08% | 101 |
|
|
2025
Q1 | $203K | Sell |
579
-234
| -29% | -$82.1K | 0.07% | 103 |
|
|
2024
Q4 | $257K | Buy |
813
+12
| +1% | +$3.79K | 0.11% | 96 |
|
|
2024
Q3 | $220K | Buy |
801
+7
| +0.9% | +$1.93K | 0.1% | 98 |
|
|
2024
Q2 | $208K | Buy |
794
+64
| +9% | +$16.8K | 0.1% | 98 |
|
|
2024
Q1 | $204K | Sell |
730
-54
| -7% | -$15.1K | 0.1% | 96 |
|
|
2023
Q4 | $204K | Buy |
+784
| New | +$204K | 0.11% | 103 |
|
|
2022
Q2 | – | Sell |
-961
| Closed | -$213K | – | 95 |
|
|
2022
Q1 | $213K | Sell |
961
-4,125
| -81% | -$914K | 0.14% | 90 |
|
|
2021
Q4 | $1.13M | Hold |
5,086
| – | – | 0.82% | 34 |
|
|
2021
Q3 | $1.13M | Buy |
5,086
+209
| +4% | +$46.6K | 0.82% | 34 |
|
|
2021
Q2 | $1.14M | Sell |
4,877
-125
| -2% | -$29.2K | 0.79% | 33 |
|
|
2021
Q1 | $1.06M | Sell |
5,002
-11,696
| -70% | -$2.48M | 0.77% | 33 |
|
|
2020
Q4 | $3.65M | Buy |
+16,698
| New | +$3.65M | 3.14% | 13 |
|