BHPW
Beverly Hills Private Wealth’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Sell |
14,284
-934
| -6% | -$332K | 0.95% | 19 |
|
|
2025
Q1 | $5.33M | Buy |
15,218
+393
| +3% | +$138K | 1.05% | 17 |
|
|
2024
Q4 | $4.69M | Buy |
14,825
+799
| +6% | +$253K | 0.95% | 19 |
|
|
2024
Q3 | $3.86M | Buy |
14,026
+5,801
| +71% | +$1.6M | 0.78% | 28 |
|
|
2024
Q2 | $2.16M | Buy |
8,225
+2,677
| +48% | +$703K | 0.47% | 55 |
|
|
2024
Q1 | $1.55M | Buy |
5,548
+2,343
| +73% | +$654K | 0.36% | 76 |
|
|
2023
Q4 | $834K | Buy |
3,205
+1,578
| +97% | +$411K | 0.22% | 105 |
|
|
2023
Q3 | $374K | Buy |
1,627
+112
| +7% | +$25.8K | 0.11% | 203 |
|
|
2023
Q2 | $362K | Buy |
1,515
+481
| +47% | +$115K | 0.06% | 271 |
|
|
2023
Q1 | $233K | Buy |
+1,034
| New | +$233K | 0.07% | 249 |
|