BOK Financial Private Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Sell |
1,253
-122
| -9% | -$43.3K | 0.03% | 131 |
|
|
2025
Q1 | $482K | Buy |
1,375
+94
| +7% | +$32.9K | 0.04% | 124 |
|
|
2024
Q4 | $405K | Sell |
1,281
-172
| -12% | -$54.3K | 0.03% | 137 |
|
|
2024
Q3 | $399K | Buy |
1,453
+8
| +0.6% | +$2.2K | 0.03% | 142 |
|
|
2024
Q2 | $379K | Hold |
1,445
| – | – | 0.03% | 142 |
|
|
2024
Q1 | $403K | Buy |
1,445
+178
| +14% | +$49.7K | 0.03% | 141 |
|
|
2023
Q4 | $330K | Buy |
1,267
+502
| +66% | +$131K | 0.03% | 140 |
|
|
2023
Q3 | $176K | Hold |
765
| – | – | 0.02% | 160 |
|
|
2023
Q2 | $182K | Buy |
765
+190
| +33% | +$45.1K | 0.01% | 159 |
|
|
2023
Q1 | $130K | Buy |
575
+15
| +3% | +$3.38K | 0.01% | 179 |
|
|
2022
Q4 | $116K | Hold |
560
| – | – | 0.01% | 183 |
|
|
2022
Q3 | $99K | Buy |
+560
| New | +$99K | 0.01% | 202 |
|
|
2022
Q2 | – | Sell |
-7,730
| Closed | -$1.71M | – | 457 |
|
|
2022
Q1 | $1.71M | Buy |
7,730
+2,869
| +59% | +$636K | 0.12% | 106 |
|
|
2021
Q4 | $1.05M | Sell |
4,861
-367
| -7% | -$79.5K | 0.07% | 130 |
|
|
2021
Q3 | $1.17M | Buy |
5,228
+767
| +17% | +$171K | 0.09% | 102 |
|
|
2021
Q2 | $1.04M | Buy |
4,461
+1,572
| +54% | +$368K | 0.08% | 105 |
|
|
2021
Q1 | $612K | Buy |
2,889
+342
| +13% | +$72.4K | 0.06% | 122 |
|
|
2020
Q4 | $557K | Buy |
2,547
+108
| +4% | +$23.6K | 0.05% | 117 |
|
|
2020
Q3 | $488K | Sell |
2,439
-19
| -0.8% | -$3.8K | 0.05% | 120 |
|
|
2020
Q2 | $475K | Sell |
2,458
-359
| -13% | -$69.4K | 0.05% | 118 |
|
|
2020
Q1 | $454K | Buy |
2,817
+185
| +7% | +$29.8K | 0.06% | 132 |
|
|
2019
Q4 | $495K | Sell |
2,632
-188
| -7% | -$35.4K | 0.04% | 127 |
|
|
2019
Q3 | $485K | Buy |
2,820
+393
| +16% | +$67.6K | 0.07% | 71 |
|
|
2019
Q2 | $421K | Buy |
2,427
+500
| +26% | +$86.7K | 0.06% | 69 |
|
|
2019
Q1 | $301K | Sell |
1,927
-570
| -23% | -$89K | 0.04% | 82 |
|
|
2018
Q4 | $329K | Buy |
+2,497
| New | +$329K | 0.04% | 82 |
|
|
2018
Q2 | – | Sell |
-2,899
| Closed | -$347K | – | 122 |
|
|
2018
Q1 | $347K | Sell |
2,899
-433
| -13% | -$51.8K | 0.06% | 71 |
|
|
2017
Q4 | $380K | Sell |
3,332
-284
| -8% | -$32.4K | 0.06% | 68 |
|
|
2017
Q3 | $381K | Sell |
3,616
-60
| -2% | -$6.32K | 0.06% | 68 |
|
|
2017
Q2 | $345K | Sell |
3,676
-56
| -2% | -$5.26K | 0.05% | 88 |
|
|
2017
Q1 | $332K | Buy |
3,732
+191
| +5% | +$17K | 0.05% | 95 |
|
|
2016
Q4 | $276K | Buy |
3,541
+284
| +9% | +$22.1K | 0.04% | 115 |
|
|
2016
Q3 | $269K | Buy |
+3,257
| New | +$269K | 0.04% | 118 |
|