BSW Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.32M | Buy |
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|
2025
Q2 | $2.37M | Buy |
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|
2025
Q1 | $2.24M | Buy |
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|
2024
Q4 | $2M | Buy |
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|
2024
Q3 | $1.62M | Buy |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | $1.49M | Buy |
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $1.12M | Sell |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $1.13M | Buy |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $812K | Buy |
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|
2022
Q2 | $873K | Buy |
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|
2022
Q1 | $879K | Buy |
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|
2021
Q4 | $713K | Sell |
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|
2021
Q3 | $806K | Buy |
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|
2021
Q2 | $842K | Buy |
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|
2021
Q1 | $709K | Buy |
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|
2020
Q4 | $684K | Buy |
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|
2020
Q3 | $614K | Sell |
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|
2020
Q2 | $629K | Buy |
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|
2020
Q1 | $444K | Buy |
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|
2019
Q4 | $476K | Buy |
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|
2019
Q3 | $407K | Sell |
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|
2019
Q2 | $434K | Buy |
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|
2019
Q1 | $237K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $224K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $208K | Sell |
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|
2017
Q3 | $231K | Buy |
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|
2017
Q2 | $203K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $227K | Sell |
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|
2015
Q4 | $241K | Buy |
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