TBWA
Three Bridge Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
4,593
+899
| +24% | +$319K | 0.43% | 36 |
|
|
2025
Q1 | $1.29M | Sell |
3,694
-24
| -0.6% | -$8.41K | 0.45% | 38 |
|
|
2024
Q4 | $1.18M | Buy |
3,718
+159
| +4% | +$50.3K | 0.41% | 37 |
|
|
2024
Q3 | $979K | Sell |
3,559
-84
| -2% | -$23.1K | 0.36% | 42 |
|
|
2024
Q2 | $956K | Sell |
3,643
-576
| -14% | -$151K | 0.38% | 43 |
|
|
2024
Q1 | $1.18M | Sell |
4,219
-433
| -9% | -$121K | 0.46% | 37 |
|
|
2023
Q4 | $1.21M | Sell |
4,652
-175
| -4% | -$45.6K | 0.42% | 33 |
|
|
2023
Q3 | $1.11M | Buy |
4,827
+58
| +1% | +$13.3K | 0.46% | 37 |
|
|
2023
Q2 | $1.13M | Sell |
4,769
-290
| -6% | -$68.9K | 0.48% | 38 |
|
|
2023
Q1 | $1.14M | Buy |
5,059
+1,536
| +44% | +$346K | 0.53% | 38 |
|
|
2022
Q4 | $734K | Sell |
3,523
-1,558
| -31% | -$325K | 0.39% | 46 |
|
|
2022
Q3 | $903K | Sell |
5,081
-94
| -2% | -$16.7K | 0.46% | 42 |
|
|
2022
Q2 | $1.02M | Sell |
5,175
-143
| -3% | -$28.2K | 0.5% | 42 |
|
|
2022
Q1 | $1.18M | Buy |
+5,318
| New | +$1.18M | 0.33% | 38 |
|