Bison Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.69M | Sell |
5,332
-7,944
| -60% | -$2.51M | 0.37% | 57 |
|
|
2024
Q3 | $3.65M | Buy |
13,276
+2,477
| +23% | +$681K | 0.58% | 37 |
|
|
2024
Q2 | $3.01M | Hold |
10,799
| – | – | 0.49% | 52 |
|
|
2024
Q1 | $3.01M | Buy |
10,799
+62
| +0.6% | +$17.3K | 0.49% | 52 |
|
|
2023
Q4 | $2.8M | Buy |
10,737
+423
| +4% | +$110K | 0.49% | 47 |
|
|
2023
Q3 | $2.37M | Sell |
10,314
-25
| -0.2% | -$5.75K | 0.46% | 52 |
|
|
2023
Q2 | $2.46M | Buy |
10,339
+2,202
| +27% | +$523K | 0.46% | 58 |
|
|
2023
Q1 | $1.88M | Sell |
8,137
-11
| -0.1% | -$2.54K | 0.58% | 50 |
|
|
2022
Q4 | $1.87M | Buy |
8,148
+129
| +2% | +$29.6K | 0.6% | 48 |
|
|
2022
Q3 | $1.42M | Buy |
8,019
+5,343
| +200% | +$949K | 0.56% | 53 |
|
|
2022
Q2 | $527K | Buy |
2,676
+119
| +5% | +$23.4K | 0.3% | 85 |
|
|
2022
Q1 | $567K | Sell |
2,557
-452
| -15% | -$100K | 0.29% | 91 |
|
|
2021
Q4 | $652K | Sell |
3,009
-603
| -17% | -$131K | 0.38% | 64 |
|
|
2021
Q3 | $805K | Sell |
3,612
-1,324
| -27% | -$295K | 0.37% | 66 |
|
|
2021
Q2 | $1.15M | Sell |
4,936
-2,699
| -35% | -$631K | 0.5% | 47 |
|
|
2021
Q1 | $1.62M | Buy |
7,635
+309
| +4% | +$65.4K | 0.69% | 30 |
|
|
2020
Q4 | $1.6M | Buy |
7,326
+2,164
| +42% | +$473K | 0.75% | 29 |
|
|
2020
Q3 | $1.03M | Buy |
5,162
+677
| +15% | +$135K | 0.61% | 41 |
|
|
2020
Q2 | $866K | Buy |
4,485
+377
| +9% | +$72.8K | 0.55% | 49 |
|
|
2020
Q1 | $662K | Buy |
4,108
+220
| +6% | +$35.5K | 0.48% | 60 |
|
|
2019
Q4 | $731K | Sell |
3,888
-147
| -4% | -$27.6K | 0.35% | 76 |
|
|
2019
Q3 | $694K | Buy |
4,035
+60
| +2% | +$10.3K | 0.39% | 65 |
|
|
2019
Q2 | $690K | Sell |
3,975
-889
| -18% | -$154K | 0.4% | 60 |
|
|
2019
Q1 | $760K | Buy |
4,864
+427
| +10% | +$66.7K | 0.47% | 58 |
|
|
2018
Q4 | $585K | Buy |
4,437
+342
| +8% | +$45.1K | 0.43% | 62 |
|
|
2018
Q3 | $615K | Buy |
4,095
+186
| +5% | +$27.9K | 0.4% | 68 |
|
|
2018
Q2 | $518K | Buy |
3,909
+158
| +4% | +$20.9K | 0.39% | 72 |
|
|
2018
Q1 | $449K | Buy |
3,751
+886
| +31% | +$106K | 0.34% | 82 |
|
|
2017
Q4 | $327K | Sell |
2,865
-743
| -21% | -$84.8K | 0.24% | 117 |
|
|
2017
Q3 | $380K | Sell |
3,608
-675
| -16% | -$71.1K | 0.3% | 93 |
|
|
2017
Q2 | $402K | Buy |
4,283
+34
| +0.8% | +$3.19K | 0.33% | 83 |
|
|
2017
Q1 | $378K | Sell |
4,249
-99
| -2% | -$8.81K | 0.33% | 86 |
|
|
2016
Q4 | $339K | Buy |
4,348
+404
| +10% | +$31.5K | 0.29% | 98 |
|
|
2016
Q3 | $326K | Sell |
3,944
-5,289
| -57% | -$437K | 0.28% | 101 |
|
|
2016
Q2 | $685K | Buy |
9,233
+793
| +9% | +$58.8K | 0.41% | 80 |
|
|
2016
Q1 | $645K | Buy |
8,440
+683
| +9% | +$52.2K | 0.41% | 76 |
|
|
2015
Q4 | $602K | Buy |
7,757
+665
| +9% | +$51.6K | 0.34% | 93 |
|
|
2015
Q3 | $494K | Buy |
7,092
+1,799
| +34% | +$125K | 0.33% | 102 |
|
|
2015
Q2 | $355K | Buy |
5,293
+394
| +8% | +$26.4K | 0.21% | 139 |
|
|
2015
Q1 | $320K | Buy |
4,899
+1,387
| +39% | +$90.6K | 0.19% | 152 |
|
|
2014
Q4 | $230K | Buy |
+3,512
| New | +$230K | 0.17% | 159 |
|