Bleakley Financial Group’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $21M | Buy |
59,167
+6,880
| +13% | +$2.44M | 0.53% | 39 |
|
2025
Q1 | $18.3M | Buy |
52,287
+4,011
| +8% | +$1.41M | 0.59% | 33 |
|
2024
Q4 | $15.3M | Buy |
48,276
+1,574
| +3% | +$497K | 0.46% | 34 |
|
2024
Q3 | $12.8M | Sell |
46,702
-186
| -0.4% | -$51.1K | 0.39% | 41 |
|
2024
Q2 | $12.3M | Sell |
46,888
-192
| -0.4% | -$50.4K | 0.36% | 55 |
|
2024
Q1 | $13.1M | Buy |
47,080
+3,274
| +7% | +$914K | 0.38% | 49 |
|
2023
Q4 | $11.4M | Buy |
43,806
+3,182
| +8% | +$828K | 0.36% | 50 |
|
2023
Q3 | $9.34M | Sell |
40,624
-3,244
| -7% | -$746K | 0.33% | 61 |
|
2023
Q2 | $10.4M | Buy |
43,868
+2,334
| +6% | +$554K | 0.33% | 56 |
|
2023
Q1 | $9.36M | Buy |
41,534
+525
| +1% | +$118K | 0.31% | 65 |
|
2022
Q4 | $8.52M | Buy |
+41,009
| New | +$8.52M | 0.3% | 64 |
|