BWS
Buck Wealth Strategies’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
30,302
+2,960
| +11% | +$1.05M | 1.64% | 24 |
|
|
2025
Q1 | $9.58M | Sell |
27,342
-2,710
| -9% | -$950K | 1.74% | 24 |
|
|
2024
Q4 | $9.5M | Buy |
30,052
+6,852
| +30% | +$2.17M | 1.97% | 21 |
|
|
2024
Q3 | $6.38M | Sell |
23,200
-2,751
| -11% | -$756K | 2.01% | 30 |
|
|
2024
Q2 | $6.81M | Buy |
+25,951
| New | +$6.81M | 2.01% | 29 |
|
|
2024
Q1 | – | Sell |
-27,755
| Closed | -$7.23M | – | 101 |
|
|
2023
Q4 | $7.23M | Buy |
27,755
+4,247
| +18% | +$1.11M | 2.68% | 17 |
|
|
2023
Q3 | $5.41M | Buy |
23,508
+529
| +2% | +$122K | 2.17% | 26 |
|
|
2023
Q2 | $5.46M | Buy |
22,979
+22,940
| +58,821% | +$5.45M | 2.37% | 17 |
|
|
2023
Q1 | $8.68K | Buy |
+39
| New | +$8.68K | ﹤0.01% | 114 |
|
|
2022
Q3 | $4.77M | Buy |
+20,726
| New | +$4.77M | 2.23% | 27 |
|