Buckley 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 | $1.66M | Sell |
4,684
-18
| -0.4% | -$6.39K | 0.5% | 34 |
|
|
2025
Q1 | $1.65M | Buy |
4,702
+18
| +0.4% | +$6.31K | 0.51% | 32 |
|
|
2024
Q4 | $1.48M | Sell |
4,684
-1,451
| -24% | -$459K | 0.45% | 40 |
|
|
2024
Q3 | $1.69M | Buy |
6,135
+1,595
| +35% | +$439K | 0.52% | 35 |
|
|
2024
Q2 | $1.19M | Sell |
4,540
-18
| -0.4% | -$4.72K | 0.38% | 43 |
|
|
2024
Q1 | $1.27M | Sell |
4,558
-110
| -2% | -$30.7K | 0.41% | 43 |
|
|
2023
Q4 | $1.22M | Sell |
4,668
-55
| -1% | -$14.3K | 0.42% | 36 |
|
|
2023
Q3 | $1.09M | Sell |
4,723
-1,606
| -25% | -$369K | 0.41% | 39 |
|
|
2023
Q2 | $1.5M | Buy |
6,329
+1,971
| +45% | +$468K | 0.51% | 35 |
|
|
2023
Q1 | $983K | Sell |
4,358
-342
| -7% | -$77.1K | 0.36% | 47 |
|
|
2022
Q4 | $976K | Sell |
4,700
-229
| -5% | -$47.6K | 0.36% | 46 |
|
|
2022
Q3 | $876K | Sell |
4,929
-1,347
| -21% | -$239K | 0.32% | 52 |
|
|
2022
Q2 | $1.24M | Sell |
6,276
-99
| -2% | -$19.5K | 0.4% | 42 |
|
|
2022
Q1 | $1.41M | Buy |
6,375
+1,509
| +31% | +$335K | 0.38% | 44 |
|
|
2021
Q4 | $1.06M | Buy |
4,866
+1,803
| +59% | +$391K | 0.31% | 59 |
|
|
2021
Q3 | $682K | Buy |
3,063
+263
| +9% | +$58.6K | 0.22% | 75 |
|
|
2021
Q2 | $655K | Buy |
2,800
+522
| +23% | +$122K | 0.22% | 75 |
|
|
2021
Q1 | $482K | Buy |
2,278
+266
| +13% | +$56.3K | 0.18% | 84 |
|
|
2020
Q4 | $440K | Buy |
2,012
+245
| +14% | +$53.6K | 0.18% | 84 |
|
|
2020
Q3 | $353K | Sell |
1,767
-268
| -13% | -$53.5K | 0.16% | 92 |
|
|
2020
Q2 | $393K | Sell |
2,035
-408
| -17% | -$78.8K | 0.18% | 92 |
|
|
2020
Q1 | $394K | Buy |
2,443
+466
| +24% | +$75.2K | 0.21% | 87 |
|
|
2019
Q4 | $371K | Buy |
1,977
+58
| +3% | +$10.9K | 0.17% | 100 |
|
|
2019
Q3 | $330K | Sell |
1,919
-878
| -31% | -$151K | 0.16% | 108 |
|
|
2019
Q2 | $485K | Sell |
2,797
-36
| -1% | -$6.24K | 0.23% | 85 |
|
|
2019
Q1 | $442K | Sell |
2,833
-19
| -0.7% | -$2.96K | 0.21% | 96 |
|
|
2018
Q4 | $376K | Buy |
2,852
+90
| +3% | +$11.9K | 0.19% | 100 |
|
|
2018
Q3 | $415K | Buy |
2,762
+402
| +17% | +$60.4K | 0.18% | 105 |
|
|
2018
Q2 | $313K | Sell |
2,360
-284
| -11% | -$37.7K | 0.15% | 127 |
|
|
2018
Q1 | $316K | Hold |
2,644
| – | – | 0.16% | 129 |
|
|
2017
Q4 | $301K | Buy |
+2,644
| New | +$301K | 0.15% | 133 |
|