Bridge Advisory’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $204K | Sell |
742
-82
| -10% | -$22.5K | 0.1% | 96 |
|
|
2024
Q2 | $216K | Buy |
824
+6
| +0.7% | +$1.57K | 0.11% | 91 |
|
|
2024
Q1 | $228K | Buy |
+818
| New | +$228K | 0.11% | 96 |
|
|
2023
Q4 | – | Sell |
-969
| Closed | -$223K | – | 150 |
|
|
2023
Q3 | $223K | Buy |
969
+52
| +6% | +$12K | 0.08% | 137 |
|
|
2023
Q2 | $218K | Sell |
917
-83
| -8% | -$19.7K | 0.08% | 124 |
|
|
2023
Q1 | $226K | Buy |
+1,000
| New | +$226K | 0.09% | 113 |
|
|
2022
Q1 | – | Sell |
-988
| Closed | -$214K | – | 107 |
|
|
2021
Q4 | $214K | Buy |
+988
| New | +$214K | 0.1% | 92 |
|
|
2021
Q3 | – | Sell |
-888
| Closed | -$208K | – | 89 |
|
|
2021
Q2 | $208K | Buy |
+888
| New | +$208K | 0.11% | 83 |
|
|
2021
Q1 | – | Sell |
-1,084
| Closed | -$237K | – | 93 |
|
|
2020
Q4 | $237K | Buy |
+1,084
| New | +$237K | 0.11% | 70 |
|