BFA
Beacon Financial Advisory’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Sell |
8,265
-52
| -0.6% | -$18.5K | 0.76% | 23 |
|
|
2025
Q1 | $2.91M | Buy |
8,317
+345
| +4% | +$121K | 0.88% | 20 |
|
|
2024
Q4 | $2.52M | Sell |
7,972
-121
| -1% | -$38.2K | 0.82% | 20 |
|
|
2024
Q3 | $2.23M | Buy |
8,093
+483
| +6% | +$133K | 0.76% | 21 |
|
|
2024
Q2 | $2M | Buy |
7,610
+11
| +0.1% | +$2.89K | 0.75% | 22 |
|
|
2024
Q1 | $2.12M | Buy |
7,599
+46
| +0.6% | +$12.8K | 1.03% | 15 |
|
|
2023
Q4 | $1.97M | Sell |
7,553
-16
| -0.2% | -$4.17K | 0.95% | 21 |
|
|
2023
Q3 | $1.74M | Buy |
7,569
+1,707
| +29% | +$393K | 0.96% | 22 |
|
|
2023
Q2 | $1.39M | Buy |
5,862
+8
| +0.1% | +$1.9K | 0.8% | 27 |
|
|
2023
Q1 | $1.32M | Buy |
5,854
+433
| +8% | +$97.6K | 0.84% | 23 |
|
|
2022
Q4 | $1.13M | Sell |
5,421
-377
| -7% | -$78.3K | 0.81% | 32 |
|
|
2022
Q3 | $1.03M | Sell |
5,798
-398
| -6% | -$70.7K | 0.73% | 38 |
|
|
2022
Q2 | $1.22M | Buy |
6,196
+230
| +4% | +$45.3K | 0.69% | 38 |
|
|
2022
Q1 | $1.32M | Buy |
5,966
+65
| +1% | +$14.4K | 0.63% | 42 |
|
|
2021
Q4 | $1.28M | Buy |
5,901
+95
| +2% | +$20.6K | 0.59% | 47 |
|
|
2021
Q3 | $1.29M | Hold |
5,806
| – | – | 0.67% | 39 |
|
|
2021
Q2 | $1.36M | Buy |
5,806
+8
| +0.1% | +$1.87K | 0.73% | 30 |
|
|
2021
Q1 | $1.23M | Buy |
5,798
+171
| +3% | +$36.2K | 0.7% | 34 |
|
|
2020
Q4 | $1.23M | Buy |
5,627
+3,518
| +167% | +$769K | 0.8% | 33 |
|
|
2020
Q3 | $421K | Buy |
2,109
+105
| +5% | +$21K | 0.37% | 94 |
|
|
2020
Q2 | $387K | Buy |
2,004
+99
| +5% | +$19.1K | 0.42% | 75 |
|
|
2020
Q1 | $306K | Buy |
1,905
+47
| +3% | +$7.55K | 0.39% | 90 |
|
|
2019
Q4 | $349K | Buy |
+1,858
| New | +$349K | 0.3% | 98 |
|