BigSur Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.47M | Hold |
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|
2025
Q2 | $1.53M | Hold |
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|
2025
Q1 | $1.51M | Hold |
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|
2024
Q4 | $1.36M | Hold |
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|
2024
Q3 | $1.19M | Hold |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $260K | Hold |
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|
2023
Q3 | $230K | Hold |
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|
2023
Q2 | $237K | Hold |
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|
2023
Q1 | $225K | Hold |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Buy |
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|
2021
Q4 | $217K | Hold |
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|
2021
Q3 | $223K | Hold |
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|
2021
Q2 | $234K | Hold |
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|
2021
Q1 | $212K | Hold |
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|
2020
Q4 | $219K | Hold |
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|
2020
Q3 | $200K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $202K | Buy |
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