Brown Miller Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Buy |
11,084
+10
| +0.1% | +$3.55K | 1.22% | 18 |
|
|
2025
Q1 | $3.88M | Buy |
11,074
+264
| +2% | +$92.5K | 1.34% | 16 |
|
|
2024
Q4 | $3.42M | Buy |
10,810
+12
| +0.1% | +$3.79K | 1.31% | 17 |
|
|
2024
Q3 | $2.97M | Buy |
10,798
+286
| +3% | +$78.6K | 1.15% | 25 |
|
|
2024
Q2 | $2.76M | Buy |
10,512
+242
| +2% | +$63.5K | 1.15% | 24 |
|
|
2024
Q1 | $2.87M | Buy |
10,270
+8,641
| +530% | +$2.41M | 1.26% | 22 |
|
|
2023
Q4 | $424K | Buy |
1,629
+1
| +0.1% | +$260 | 0.21% | 87 |
|
|
2023
Q3 | $374K | Sell |
1,628
-10
| -0.6% | -$2.3K | 0.21% | 87 |
|
|
2023
Q2 | $389K | Hold |
1,638
| – | – | 0.21% | 84 |
|
|
2023
Q1 | $369K | Sell |
1,638
-47
| -3% | -$10.6K | 0.22% | 87 |
|
|
2022
Q4 | $350K | Hold |
1,685
| – | – | 0.22% | 87 |
|
|
2022
Q3 | $299K | Hold |
1,685
| – | – | 0.21% | 91 |
|
|
2022
Q2 | $331K | Buy |
1,685
+25
| +2% | +$4.91K | 0.23% | 87 |
|
|
2022
Q1 | $368K | Buy |
1,660
+44
| +3% | +$9.75K | 0.21% | 83 |
|
|
2021
Q4 | $350K | Buy |
1,616
+174
| +12% | +$37.7K | 0.2% | 89 |
|
|
2021
Q3 | $321K | Sell |
1,442
-36
| -2% | -$8.01K | 0.2% | 90 |
|
|
2021
Q2 | $345K | Hold |
1,478
| – | – | 0.22% | 90 |
|
|
2021
Q1 | $313K | Buy |
1,478
+116
| +9% | +$24.6K | 0.22% | 89 |
|
|
2020
Q4 | $298K | Buy |
+1,362
| New | +$298K | 0.22% | 86 |
|