Blue Bell Private Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $759K | Buy |
2,139
+1,478
| +224% | +$525K | 0.13% | 98 |
|
|
2025
Q1 | $232K | Buy |
661
+91
| +16% | +$31.9K | 0.04% | 201 |
|
|
2024
Q4 | $180K | Buy |
570
+10
| +2% | +$3.16K | 0.03% | 219 |
|
|
2024
Q3 | $154K | Buy |
560
+43
| +8% | +$11.8K | 0.03% | 240 |
|
|
2024
Q2 | $136K | Buy |
517
+11
| +2% | +$2.89K | 0.03% | 235 |
|
|
2024
Q1 | $141K | Buy |
506
+5
| +1% | +$1.4K | 0.03% | 221 |
|
|
2023
Q4 | $130K | Buy |
501
+194
| +63% | +$50.5K | 0.03% | 208 |
|
|
2023
Q3 | $70.6K | Sell |
307
-25
| -8% | -$5.75K | 0.02% | 229 |
|
|
2023
Q2 | $78.8K | Buy |
332
+196
| +144% | +$46.5K | 0.02% | 215 |
|
|
2023
Q1 | $30.7K | Sell |
136
-10
| -7% | -$2.26K | 0.01% | 277 |
|
|
2022
Q4 | $30.3K | Hold |
146
| – | – | 0.01% | 267 |
|
|
2022
Q3 | $26K | Hold |
146
| – | – | 0.01% | 269 |
|
|
2022
Q2 | $29K | Hold |
146
| – | – | 0.01% | 265 |
|
|
2022
Q1 | $32K | Hold |
146
| – | – | 0.01% | 262 |
|
|
2021
Q4 | $32K | Buy |
+146
| New | +$32K | 0.01% | 249 |
|