BWM
Bulltick Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.63M | Buy |
18,675
+485
| +3% | +$172K | 1.64% | 20 |
|
|
2025
Q1 | $6.37M | Sell |
18,190
-6
| -0% | -$2.1K | 1.69% | 17 |
|
|
2024
Q4 | $5.75M | Sell |
18,196
-1,809
| -9% | -$572K | 1.32% | 15 |
|
|
2024
Q3 | $5.5M | Sell |
20,005
-16,558
| -45% | -$4.55M | 1.33% | 21 |
|
|
2024
Q2 | $9.6M | Sell |
36,563
-14
| -0% | -$3.68K | 2.37% | 11 |
|
|
2024
Q1 | $10.2M | Sell |
36,577
-2,289
| -6% | -$639K | 1.75% | 15 |
|
|
2023
Q4 | $10.1M | Sell |
38,866
-1,683
| -4% | -$438K | 2.3% | 15 |
|
|
2023
Q3 | $9.33M | Sell |
40,549
-1,680
| -4% | -$386K | 2.24% | 14 |
|
|
2023
Q2 | $10M | Buy |
42,229
+958
| +2% | +$228K | 2.23% | 14 |
|
|
2023
Q1 | $9.3M | Sell |
41,271
-12,536
| -23% | -$2.83M | 2.41% | 12 |
|
|
2022
Q4 | $11.2M | Sell |
53,807
-976
| -2% | -$203K | 3.18% | 9 |
|
|
2022
Q3 | $9.73M | Sell |
54,783
-27,038
| -33% | -$4.8M | 2.92% | 12 |
|
|
2022
Q2 | $16.1M | Sell |
81,821
-7,515
| -8% | -$1.48M | 4.31% | 3 |
|
|
2022
Q1 | $19.8M | Sell |
89,336
-7,656
| -8% | -$1.7M | 4.46% | 2 |
|
|
2021
Q4 | $21M | Buy |
96,992
+55,523
| +134% | +$12M | 4.16% | 3 |
|
|
2021
Q3 | $9.24M | Sell |
41,469
-1,015
| -2% | -$226K | 2.1% | 21 |
|
|
2021
Q2 | $9.93M | Sell |
42,484
-4,506
| -10% | -$1.05M | 2.3% | 19 |
|
|
2021
Q1 | $9.95M | Buy |
46,990
+1,207
| +3% | +$256K | 2.76% | 15 |
|
|
2020
Q4 | $10M | Buy |
+45,783
| New | +$10M | 2.94% | 15 |
|