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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $821K | Buy |
2,717
+60
| +2% | +$19.3K | 0.07% | 119 |
|
|
2025
Q4 | $932K | Sell |
2,657
-33
| -1% | -$11.2K | 0.08% | 111 |
|
|
2025
Q3 | $918K | Sell |
2,690
-10
| -0.4% | -$3.46K | 0.08% | 109 |
|
|
2025
Q2 | $958K | Sell |
2,700
-55
| -2% | -$19.2K | 0.09% | 109 |
|
|
2025
Q1 | $965K | Hold |
2,755
| – | – | 0.09% | 103 |
|
|
2024
Q4 | $871K | Buy |
2,755
+13
| +0.5% | +$3.91K | 0.09% | 108 |
|
|
2024
Q3 | $754K | Buy |
2,742
+85
| +3% | +$23K | 0.07% | 118 |
|
|
2024
Q2 | $697K | Sell |
2,657
-124
| -4% | -$34K | 0.07% | 118 |
|
|
2024
Q1 | $776K | Sell |
2,781
-15
| -0.5% | -$4.14K | 0.08% | 111 |
|
|
2023
Q4 | $728K | Buy |
2,796
+33
| +1% | +$8.13K | 0.08% | 116 |
|
|
2023
Q3 | $636K | Sell |
2,763
-1,169
| -30% | -$281K | 0.08% | 123 |
|
|
2023
Q2 | $934K | Buy |
3,932
+4
| +0.1% | +$915 | 0.1% | 99 |
|
|
2023
Q1 | $886K | Buy |
3,928
+6
| +0.2% | +$1.33K | 0.1% | 104 |
|
|
2022
Q4 | $815K | Sell |
3,922
-2,123
| -35% | -$428K | 0.1% | 111 |
|
|
2022
Q3 | $1.07M | Sell |
6,045
-929
| -13% | -$189K | 0.15% | 90 |
|
|
2022
Q2 | $1.37M | Sell |
6,974
-441
| -6% | -$91.1K | 0.18% | 83 |
|
|
2022
Q1 | $1.64M | Buy |
7,415
+7
| +0.1% | +$1.51K | 0.19% | 84 |
|
|
2021
Q4 | $1.6M | Sell |
7,408
-406
| -5% | -$87.2K | 0.18% | 91 |
|
|
2021
Q3 | $1.74M | Sell |
7,814
-202
| -3% | -$47.4K | 0.2% | 79 |
|
|
2021
Q2 | $1.87M | Buy |
8,016
+2,653
| +49% | +$607K | 0.22% | 72 |
|
|
2021
Q1 | $1.14M | Sell |
5,363
-154
| -3% | -$32.4K | 0.17% | 87 |
|
|
2020
Q4 | $1.21M | Sell |
5,517
-72
| -1% | -$14.7K | 0.18% | 80 |
|
|
2020
Q3 | $1.12M | Buy |
5,589
+311
| +6% | +$62.1K | 0.19% | 78 |
|
|
2020
Q2 | $1.02M | Buy |
5,278
+537
| +11% | +$98.1K | 0.18% | 82 |
|
|
2020
Q1 | $764K | Buy |
4,741
+119
| +3% | +$22.4K | 0.16% | 85 |
|
|
2019
Q4 | $868K | Sell |
4,622
-82
| -2% | -$14.8K | 0.16% | 78 |
|
|
2019
Q3 | $809K | Buy |
4,704
+9
| +0.2% | +$1.6K | 0.15% | 79 |
|
|
2019
Q2 | $814K | Buy |
4,695
+74
| +2% | +$12.1K | 0.16% | 78 |
|
|
2019
Q1 | $721K | Buy |
4,621
+273
| +6% | +$39.3K | 0.15% | 81 |
|
|
2018
Q4 | $573K | Buy |
+4,348
| New | +$601K | 0.13% | 87 |
|
Other funds holding V
VCM
VPM
