BRWA
B. Riley Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.99M | Buy |
+25,328
| New | +$8.99M | 0.42% | 37 |
|
|
2024
Q4 | $13.8M | Sell |
43,808
-9,367
| -18% | -$2.96M | 0.45% | 38 |
|
|
2024
Q3 | $14.7M | Sell |
53,175
-10,761
| -17% | -$2.97M | 0.41% | 41 |
|
|
2024
Q2 | $16.8M | Sell |
63,936
-34,556
| -35% | -$9.07M | 0.43% | 37 |
|
|
2024
Q1 | $22.7M | Buy |
98,492
+7,358
| +8% | +$1.69M | 0.61% | 30 |
|
|
2023
Q4 | $23.7M | Sell |
91,134
-7,358
| -7% | -$1.92M | 0.64% | 22 |
|
|
2023
Q3 | $22.7M | Buy |
98,492
+3,371
| +4% | +$775K | 0.61% | 30 |
|
|
2023
Q2 | $22.6M | Sell |
95,121
-4,719
| -5% | -$1.12M | 0.51% | 38 |
|
|
2023
Q1 | $22.5M | Buy |
99,840
+2,503
| +3% | +$564K | 0.6% | 28 |
|
|
2022
Q4 | $20.2M | Sell |
97,337
-58
| -0.1% | -$12.1K | 0.57% | 31 |
|
|
2022
Q3 | $17.3M | Buy |
97,395
+27,501
| +39% | +$4.89M | 0.52% | 33 |
|
|
2022
Q2 | $13.8M | Sell |
69,894
-9,330
| -12% | -$1.84M | 0.58% | 27 |
|
|
2022
Q1 | $17.6M | Sell |
79,224
-8,242
| -9% | -$1.83M | 0.58% | 27 |
|
|
2021
Q4 | $19M | Buy |
87,466
+5,422
| +7% | +$1.18M | 0.55% | 25 |
|
|
2021
Q3 | $18.3M | Buy |
82,044
+4,473
| +6% | +$997K | 0.58% | 24 |
|
|
2021
Q2 | $18.1M | Buy |
77,571
+1,218
| +2% | +$284K | 0.59% | 24 |
|
|
2021
Q1 | $16.2M | Buy |
76,353
+21,079
| +38% | +$4.47M | 0.57% | 30 |
|
|
2020
Q4 | $12.1M | Sell |
55,274
-21,814
| -28% | -$4.77M | 0.65% | 27 |
|
|
2020
Q3 | $15.3M | Buy |
77,088
+25,721
| +50% | +$5.09M | 0.81% | 20 |
|
|
2020
Q2 | $9.93M | Sell |
51,367
-3,648
| -7% | -$705K | 0.66% | 27 |
|
|
2020
Q1 | $8.87M | Buy |
55,015
+18,326
| +50% | +$2.95M | 0.76% | 24 |
|
|
2019
Q4 | $6.9M | Buy |
36,689
+27
| +0.1% | +$5.08K | 0.59% | 37 |
|
|
2019
Q3 | $6.31M | Sell |
36,662
-3,310
| -8% | -$570K | 0.62% | 31 |
|
|
2019
Q2 | $6.94M | Buy |
39,972
+3,806
| +11% | +$661K | 0.76% | 18 |
|
|
2019
Q1 | $5.65M | Buy |
36,166
+2,259
| +7% | +$353K | 0.71% | 26 |
|
|
2018
Q4 | $4.48M | Sell |
33,907
-47
| -0.1% | -$6.2K | 0.64% | 34 |
|
|
2018
Q3 | $5.1M | Sell |
33,954
-1,056
| -3% | -$159K | 0.61% | 31 |
|
|
2018
Q2 | $4.64M | Buy |
35,010
+1,886
| +6% | +$250K | 0.61% | 33 |
|
|
2018
Q1 | $3.96M | Buy |
33,124
+1,282
| +4% | +$153K | 0.55% | 36 |
|
|
2017
Q4 | $3.63M | Sell |
31,842
-22,398
| -41% | -$2.56M | 0.49% | 48 |
|
|
2017
Q3 | $5.41M | Buy |
54,240
+28,235
| +109% | +$2.82M | 0.9% | 22 |
|
|
2017
Q2 | $2.44M | Buy |
26,005
+869
| +3% | +$81.6K | 0.44% | 54 |
|
|
2017
Q1 | $2.24M | Buy |
25,136
+1,298
| +5% | +$116K | 0.45% | 52 |
|
|
2016
Q4 | $1.86M | Buy |
23,838
+848
| +4% | +$66.3K | 0.38% | 66 |
|
|
2016
Q3 | $1.9M | Buy |
22,990
+4,243
| +23% | +$351K | 0.37% | 59 |
|
|
2016
Q2 | $1.39M | Buy |
18,747
+781
| +4% | +$58K | 0.28% | 89 |
|
|
2016
Q1 | $1.37M | Sell |
17,966
-1,019
| -5% | -$77.9K | 0.32% | 76 |
|
|
2015
Q4 | $1.47M | Buy |
18,985
+174
| +0.9% | +$13.5K | 0.3% | 87 |
|
|
2015
Q3 | $1.31M | Buy |
18,811
+4,139
| +28% | +$289K | 0.32% | 77 |
|
|
2015
Q2 | $987K | Sell |
14,672
-2,434
| -14% | -$164K | 0.25% | 106 |
|
|
2015
Q1 | $1.12M | Buy |
17,106
+10,386
| +155% | +$679K | 0.27% | 95 |
|
|
2014
Q4 | $7.96K | Buy |
6,720
+2,244
| +50% | +$2.66K | 0.17% | 137 |
|
|
2014
Q3 | $955K | Sell |
4,476
-4,718
| -51% | -$1.01M | 0.25% | 97 |
|
|
2014
Q2 | $962K | Buy |
9,194
+4,591
| +100% | +$480K | 0.23% | 93 |
|
|
2014
Q1 | $994K | Buy |
4,603
+808
| +21% | +$174K | 0.3% | 72 |
|
|
2013
Q4 | $845K | Buy |
3,795
+312
| +9% | +$69.5K | 0.27% | 86 |
|
|
2013
Q3 | $666K | Sell |
3,483
-645
| -16% | -$123K | 0.23% | 107 |
|
|
2013
Q2 | $754K | Buy |
+4,128
| New | +$754K | 0.26% | 86 |
|