BWM
BNC Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Sell |
6,064
-37
| -0.6% | -$13.1K | 0.64% | 45 |
|
|
2025
Q1 | $2.14M | Sell |
6,101
-82
| -1% | -$28.7K | 0.77% | 38 |
|
|
2024
Q4 | $1.95M | Sell |
6,183
-31
| -0.5% | -$9.8K | 0.64% | 40 |
|
|
2024
Q3 | $1.71M | Sell |
6,214
-49
| -0.8% | -$13.5K | 0.63% | 42 |
|
|
2024
Q2 | $1.64M | Sell |
6,263
-8,102
| -56% | -$2.13M | 0.61% | 41 |
|
|
2024
Q1 | $4.01M | Buy |
14,365
+207
| +1% | +$57.8K | 1.71% | 20 |
|
|
2023
Q4 | $3.69M | Buy |
14,158
+9,693
| +217% | +$2.52M | 1.74% | 18 |
|
|
2023
Q3 | $1.03M | Sell |
4,465
-4
| -0.1% | -$920 | 0.55% | 53 |
|
|
2023
Q2 | $1.06M | Sell |
4,469
-7,339
| -62% | -$1.74M | 0.56% | 52 |
|
|
2023
Q1 | $2.66M | Sell |
11,808
-43
| -0.4% | -$9.69K | 1.49% | 22 |
|
|
2022
Q4 | $2.46M | Buy |
11,851
+16
| +0.1% | +$3.32K | 1.45% | 23 |
|
|
2022
Q3 | $2.1M | Sell |
11,835
-668
| -5% | -$119K | 1.27% | 24 |
|
|
2022
Q2 | $2.46M | Buy |
12,503
+130
| +1% | +$25.6K | 1.29% | 22 |
|
|
2022
Q1 | $2.74M | Buy |
12,373
+513
| +4% | +$114K | 1.35% | 22 |
|
|
2021
Q4 | $2.57M | Buy |
11,860
+445
| +4% | +$96.4K | 1.22% | 25 |
|
|
2021
Q3 | $2.54M | Buy |
11,415
+339
| +3% | +$75.5K | 1.51% | 18 |
|
|
2021
Q2 | $2.59M | Buy |
11,076
+275
| +3% | +$64.3K | 1.57% | 20 |
|
|
2021
Q1 | $2.29M | Buy |
10,801
+564
| +6% | +$119K | 1.62% | 20 |
|
|
2020
Q4 | $2.24M | Buy |
10,237
+488
| +5% | +$107K | 1.41% | 19 |
|
|
2020
Q3 | $1.95M | Buy |
+9,749
| New | +$1.95M | 1.37% | 18 |
|