Brady Family 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 | $8.51M | Sell |
23,962
-912
| -4% | -$324K | 2.63% | 8 |
|
|
2025
Q1 | $8.72M | Sell |
24,874
-403
| -2% | -$141K | 2.79% | 5 |
|
|
2024
Q4 | $7.99M | Sell |
25,277
-722
| -3% | -$228K | 2.45% | 9 |
|
|
2024
Q3 | $7.15M | Buy |
25,999
+291
| +1% | +$80K | 2.15% | 9 |
|
|
2024
Q2 | $6.75M | Buy |
25,708
+193
| +0.8% | +$50.7K | 2.18% | 9 |
|
|
2024
Q1 | $7.12M | Buy |
25,515
+291
| +1% | +$81.2K | 2.31% | 8 |
|
|
2023
Q4 | $6.57M | Buy |
25,224
+1,708
| +7% | +$445K | 2.25% | 9 |
|
|
2023
Q3 | $5.41M | Buy |
23,516
+209
| +0.9% | +$48.1K | 2.09% | 11 |
|
|
2023
Q2 | $5.53M | Buy |
23,307
+105
| +0.5% | +$24.9K | 2.06% | 10 |
|
|
2023
Q1 | $5.23M | Buy |
23,202
+205
| +0.9% | +$46.2K | 2.06% | 10 |
|
|
2022
Q4 | $4.78M | Buy |
+22,997
| New | +$4.78M | 1.97% | 13 |
|