Blue Zone Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.58M | Buy |
24,170
+1,621
| +7% | +$576K | 2.14% | 11 |
|
|
2025
Q1 | $7.9M | Sell |
22,549
-1,272
| -5% | -$446K | 2.2% | 10 |
|
|
2024
Q4 | $7.53M | Buy |
23,821
+523
| +2% | +$165K | 2.17% | 12 |
|
|
2024
Q3 | $6.41M | Buy |
23,298
+473
| +2% | +$130K | 1.99% | 14 |
|
|
2024
Q2 | $5.99M | Sell |
22,825
-859
| -4% | -$225K | 2.07% | 13 |
|
|
2024
Q1 | $6.61M | Buy |
23,684
+236
| +1% | +$65.9K | 2.27% | 10 |
|
|
2023
Q4 | $6.1M | Buy |
23,448
+204
| +0.9% | +$53.1K | 2.44% | 10 |
|
|
2023
Q3 | $5.35M | Sell |
23,244
-383
| -2% | -$88.1K | 2.35% | 10 |
|
|
2023
Q2 | $5.61M | Buy |
23,627
+1,006
| +4% | +$239K | 2.59% | 9 |
|
|
2023
Q1 | $5.1M | Sell |
22,621
-185
| -0.8% | -$41.7K | 2.73% | 8 |
|
|
2022
Q4 | $4.74M | Buy |
22,806
+185
| +0.8% | +$38.4K | 2.53% | 9 |
|
|
2022
Q3 | $4.02M | Buy |
22,621
+35
| +0.2% | +$6.22K | 2.08% | 10 |
|
|
2022
Q2 | $4.45M | Buy |
22,586
+182
| +0.8% | +$35.8K | 2.02% | 10 |
|
|
2022
Q1 | $4.97M | Buy |
22,404
+1,609
| +8% | +$357K | 1.85% | 14 |
|
|
2021
Q4 | $4.51M | Buy |
20,795
+3,449
| +20% | +$747K | 1.49% | 19 |
|
|
2021
Q3 | $3.86M | Buy |
17,346
+2,033
| +13% | +$453K | 1.34% | 22 |
|
|
2021
Q2 | $3.58M | Buy |
+15,313
| New | +$3.58M | 1.34% | 24 |
|