BigSur Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Hold |
4,310
| – | – | 0.39% | 69 |
|
|
2025
Q1 | $1.51M | Hold |
4,310
| – | – | 0.41% | 66 |
|
|
2024
Q4 | $1.36M | Hold |
4,310
| – | – | 0.39% | 66 |
|
|
2024
Q3 | $1.19M | Hold |
4,310
| – | – | 0.33% | 76 |
|
|
2024
Q2 | $1.13M | Buy |
4,310
+450
| +12% | +$118K | 0.35% | 76 |
|
|
2024
Q1 | $1.08M | Buy |
3,860
+2,860
| +286% | +$798K | 0.34% | 79 |
|
|
2023
Q4 | $260K | Hold |
1,000
| – | – | 0.12% | 95 |
|
|
2023
Q3 | $230K | Hold |
1,000
| – | – | 0.12% | 95 |
|
|
2023
Q2 | $237K | Hold |
1,000
| – | – | 0.11% | 103 |
|
|
2023
Q1 | $225K | Hold |
1,000
| – | – | 0.11% | 108 |
|
|
2022
Q4 | $208K | Buy |
+1,000
| New | +$208K | 0.1% | 110 |
|
|
2022
Q2 | – | Sell |
-1,012
| Closed | -$224K | – | 142 |
|
|
2022
Q1 | $224K | Buy |
1,012
+12
| +1% | +$2.66K | 0.09% | 118 |
|
|
2021
Q4 | $217K | Hold |
1,000
| – | – | 0.08% | 125 |
|
|
2021
Q3 | $223K | Hold |
1,000
| – | – | 0.1% | 111 |
|
|
2021
Q2 | $234K | Hold |
1,000
| – | – | 0.11% | 106 |
|
|
2021
Q1 | $212K | Hold |
1,000
| – | – | 0.11% | 108 |
|
|
2020
Q4 | $219K | Hold |
1,000
| – | – | 0.12% | 93 |
|
|
2020
Q3 | $200K | Buy |
+1,000
| New | +$200K | 0.13% | 91 |
|
|
2018
Q2 | – | Sell |
-1,685
| Closed | -$202K | – | 112 |
|
|
2018
Q1 | $202K | Buy |
+1,685
| New | +$202K | 0.14% | 107 |
|