Blue Bell Private Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $963K | Buy |
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|
2025
Q2 | $759K | Buy |
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|
2025
Q1 | $232K | Buy |
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|
2024
Q4 | $180K | Buy |
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|
2024
Q3 | $154K | Buy |
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|
2024
Q2 | $136K | Buy |
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|
2024
Q1 | $141K | Buy |
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|
2023
Q4 | $130K | Buy |
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|
2023
Q3 | $70.6K | Sell |
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|
2023
Q2 | $78.8K | Buy |
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|
2023
Q1 | $30.7K | Sell |
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|
2022
Q4 | $30.3K | Hold |
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|
2022
Q3 | $26K | Hold |
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|
2022
Q2 | $29K | Hold |
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|
2022
Q1 | $32K | Hold |
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|
2021
Q4 | $32K | Buy |
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