Briaud Financial Planning’s Visa V Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$210K	Buy	594 +79	+15%	+$27.9K	0.08%	33
2025 Q1	$180K	Hold	515	–	–	0.07%	37
2024 Q4	$162K	Buy	+515	New	+$162K	0.07%	37
2023 Q4	–	Sell	-37	Closed	-$8K	–	155
2023 Q3	$8K	Buy	+37	New	+$8K	0.01%	110