Beta Wealth Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
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|
2025
Q1 | $203K | Sell |
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|
2024
Q4 | $257K | Buy |
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|
2024
Q3 | $220K | Buy |
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|
2024
Q2 | $208K | Buy |
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|
2024
Q1 | $204K | Sell |
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|
2023
Q4 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $213K | Sell |
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|
2021
Q4 | $1.13M | Hold |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.06M | Sell |
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|
2020
Q4 | $3.65M | Buy |
|