BWA
BlueChip Wealth Advisors’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $735K | Buy |
2,070
+22
| +1% | +$7.82K | 0.33% | 60 |
|
2025
Q1 | $718K | Buy |
2,048
+26
| +1% | +$9.11K | 0.35% | 65 |
|
2024
Q4 | $639K | Sell |
2,022
-751
| -27% | -$237K | 0.35% | 63 |
|
2024
Q3 | $763K | Sell |
2,773
-123
| -4% | -$33.8K | 0.4% | 54 |
|
2024
Q2 | $760K | Buy |
2,896
+839
| +41% | +$220K | 0.45% | 50 |
|
2024
Q1 | $574K | Sell |
2,057
-647
| -24% | -$181K | 0.37% | 56 |
|
2023
Q4 | $704K | Buy |
+2,704
| New | +$704K | 0.49% | 50 |
|