Brandywine Oak 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 | $958K | Sell |
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|
2025
Q1 | $965K | Hold |
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|
2024
Q4 | $871K | Buy |
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|
2024
Q3 | $754K | Buy |
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|
2024
Q2 | $697K | Sell |
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|
2024
Q1 | $776K | Sell |
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|
2023
Q4 | $728K | Buy |
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|
2023
Q3 | $636K | Sell |
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|
2023
Q2 | $934K | Buy |
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|
2023
Q1 | $886K | Buy |
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|
2022
Q4 | $815K | Sell |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.37M | Sell |
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|
2022
Q1 | $1.64M | Buy |
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|
2021
Q4 | $1.6M | Sell |
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|
2021
Q3 | $1.74M | Sell |
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|
2021
Q2 | $1.87M | Buy |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $1.21M | Sell |
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|
2020
Q3 | $1.12M | Buy |
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|
2020
Q2 | $1.02M | Buy |
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|
2020
Q1 | $764K | Buy |
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|
2019
Q4 | $868K | Sell |
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|
2019
Q3 | $809K | Buy |
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|
2019
Q2 | $814K | Buy |
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|
2019
Q1 | $721K | Buy |
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|
2018
Q4 | $573K | Buy |
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