Bordeaux Wealth Advisors’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 | $4.7M | Sell |
|
|||||
|
2025
Q1 | $5.4M | Buy |
|
|||||
|
2024
Q4 | $4.29M | Buy |
|
|||||
|
2024
Q3 | $3.56M | Buy |
|
|||||
|
2024
Q2 | $3.24M | Buy |
|
|||||
|
2024
Q1 | $921K | Sell |
|
|||||
|
2023
Q4 | $1.04M | Buy |
|
|||||
|
2023
Q3 | $728K | Buy |
|
|||||
|
2023
Q2 | $670K | Sell |
|
|||||
|
2023
Q1 | $693K | Buy |
|
|||||
|
2022
Q4 | $512K | Sell |
|
|||||
|
2022
Q3 | $553K | Buy |
|
|||||
|
2022
Q2 | $247K | Buy |
|
|||||
|
2022
Q1 | $239K | Buy |
|
|||||
|
2021
Q4 | $205K | Buy |
|