BHK Investment Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
690
+13
| +2% | +$4.61K | 0.1% | 60 |
|
|
2025
Q1 | $237K | Buy |
677
+22
| +3% | +$7.72K | 0.1% | 59 |
|
|
2024
Q4 | $207K | Sell |
655
-243
| -27% | -$76.8K | 0.08% | 59 |
|
|
2024
Q3 | $247K | Sell |
898
-179
| -17% | -$49.2K | 0.09% | 62 |
|
|
2024
Q2 | $283K | Buy |
+1,077
| New | +$283K | 0.11% | 54 |
|