Birch Hill 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 | $3.21M | Sell |
9,045
-74
| -0.8% | -$26.3K | 0.14% | 68 |
|
|
2025
Q1 | $3.2M | Buy |
9,119
+325
| +4% | +$114K | 0.15% | 69 |
|
|
2024
Q4 | $2.78M | Buy |
8,794
+3,235
| +58% | +$1.02M | 0.13% | 78 |
|
|
2024
Q3 | $1.53M | Buy |
5,559
+727
| +15% | +$200K | 0.07% | 94 |
|
|
2024
Q2 | $1.27M | Buy |
4,832
+2,380
| +97% | +$625K | 0.06% | 96 |
|
|
2024
Q1 | $684K | Buy |
2,452
+15
| +0.6% | +$4.19K | 0.03% | 114 |
|
|
2023
Q4 | $634K | Buy |
2,437
+374
| +18% | +$97.4K | 0.03% | 112 |
|
|
2023
Q3 | $475K | Buy |
2,063
+460
| +29% | +$106K | 0.03% | 117 |
|
|
2023
Q2 | $381K | Buy |
1,603
+591
| +58% | +$140K | 0.02% | 126 |
|
|
2023
Q1 | $228K | Buy |
1,012
+5
| +0.5% | +$1.13K | 0.01% | 147 |
|
|
2022
Q4 | $209K | Buy |
+1,007
| New | +$209K | 0.01% | 149 |
|