Bordeaux Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7M | Sell |
13,248
-2,168
| -14% | -$770K | 0.6% | 23 |
|
|
2025
Q1 | $5.4M | Buy |
15,416
+1,830
| +13% | +$641K | 1% | 22 |
|
|
2024
Q4 | $4.29M | Buy |
13,586
+643
| +5% | +$203K | 0.69% | 24 |
|
|
2024
Q3 | $3.56M | Buy |
12,943
+617
| +5% | +$170K | 0.64% | 29 |
|
|
2024
Q2 | $3.24M | Buy |
12,326
+9,026
| +274% | +$2.37M | 0.62% | 30 |
|
|
2024
Q1 | $921K | Sell |
3,300
-711
| -18% | -$198K | 0.3% | 38 |
|
|
2023
Q4 | $1.04M | Buy |
4,011
+847
| +27% | +$221K | 0.35% | 37 |
|
|
2023
Q3 | $728K | Buy |
3,164
+343
| +12% | +$78.9K | 0.29% | 41 |
|
|
2023
Q2 | $670K | Sell |
2,821
-253
| -8% | -$60.1K | 0.27% | 44 |
|
|
2023
Q1 | $693K | Buy |
3,074
+609
| +25% | +$137K | 0.36% | 42 |
|
|
2022
Q4 | $512K | Sell |
2,465
-647
| -21% | -$134K | 0.28% | 52 |
|
|
2022
Q3 | $553K | Buy |
3,112
+1,859
| +148% | +$330K | 0.35% | 46 |
|
|
2022
Q2 | $247K | Buy |
1,253
+172
| +16% | +$33.9K | 0.17% | 70 |
|
|
2022
Q1 | $239K | Buy |
1,081
+137
| +15% | +$30.3K | 0.13% | 81 |
|
|
2021
Q4 | $205K | Buy |
+944
| New | +$205K | 0.09% | 94 |
|