BOK Financial Private Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Sell |
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|
2025
Q1 | $482K | Buy |
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|
2024
Q4 | $405K | Sell |
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|
2024
Q3 | $399K | Buy |
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|
2024
Q2 | $379K | Hold |
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|
2024
Q1 | $403K | Buy |
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|
2023
Q4 | $330K | Buy |
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|
2023
Q3 | $176K | Hold |
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|
2023
Q2 | $182K | Buy |
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|
2023
Q1 | $130K | Buy |
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|
2022
Q4 | $116K | Hold |
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|
2022
Q3 | $99K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.71M | Buy |
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|
2021
Q4 | $1.05M | Sell |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $612K | Buy |
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|
2020
Q4 | $557K | Buy |
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|
2020
Q3 | $488K | Sell |
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|
2020
Q2 | $475K | Sell |
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|
2020
Q1 | $454K | Buy |
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|
2019
Q4 | $495K | Sell |
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|
2019
Q3 | $485K | Buy |
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|
2019
Q2 | $421K | Buy |
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|
2019
Q1 | $301K | Sell |
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|
2018
Q4 | $329K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $347K | Sell |
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|
2017
Q4 | $380K | Sell |
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|
2017
Q3 | $381K | Sell |
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|
2017
Q2 | $345K | Sell |
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|
2017
Q1 | $332K | Buy |
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|
2016
Q4 | $276K | Buy |
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|
2016
Q3 | $269K | Buy |
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