BWM
Birchcreek Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Sell |
985
-14
| -1% | -$4.97K | 0.2% | 84 |
|
|
2025
Q1 | $350K | Buy |
999
+18
| +2% | +$6.31K | 0.22% | 83 |
|
|
2024
Q4 | $310K | Sell |
981
-106
| -10% | -$33.5K | 0.19% | 96 |
|
|
2024
Q3 | $299K | Sell |
1,087
-9
| -0.8% | -$2.48K | 0.2% | 90 |
|
|
2024
Q2 | $288K | Buy |
1,096
+9
| +0.8% | +$2.36K | 0.16% | 114 |
|
|
2024
Q1 | $303K | Buy |
+1,087
| New | +$303K | 0.16% | 116 |
|
|
2021
Q1 | – | Sell |
-596
| Closed | -$130K | – | 287 |
|
|
2020
Q4 | $130K | Buy |
+596
| New | +$130K | 0.13% | 128 |
|