BFA
Beaumont Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23M | Sell |
64,681
-4,156
| -6% | -$1.48M | 1.66% | 18 |
|
|
2025
Q1 | $24.1M | Sell |
68,837
-1,036
| -1% | -$363K | 1.89% | 11 |
|
|
2024
Q4 | $22.1M | Sell |
69,873
-1,187
| -2% | -$375K | 1.66% | 19 |
|
|
2024
Q3 | $19.5M | Sell |
71,060
-1,535
| -2% | -$422K | 1.53% | 24 |
|
|
2024
Q2 | $19.1M | Buy |
72,595
+2,441
| +3% | +$641K | 1.52% | 23 |
|
|
2024
Q1 | $19.6M | Buy |
70,154
+198
| +0.3% | +$55.3K | 1.61% | 21 |
|
|
2023
Q4 | $18.2M | Sell |
69,956
-652
| -0.9% | -$170K | 1.66% | 20 |
|
|
2023
Q3 | $16.2M | Buy |
70,608
+140
| +0.2% | +$32.2K | 1.62% | 18 |
|
|
2023
Q2 | $16.7M | Sell |
70,468
-764
| -1% | -$181K | 1.55% | 22 |
|
|
2023
Q1 | $16.1M | Sell |
71,232
-2,888
| -4% | -$651K | 1.63% | 18 |
|
|
2022
Q4 | $15.4M | Sell |
74,120
-3,788
| -5% | -$787K | 1.55% | 18 |
|
|
2022
Q3 | $13.8M | Buy |
77,908
+219
| +0.3% | +$38.9K | 1.33% | 19 |
|
|
2022
Q2 | $15.3M | Sell |
77,689
-503
| -0.6% | -$99K | 1.37% | 19 |
|
|
2022
Q1 | $17.3M | Buy |
78,192
+824
| +1% | +$183K | 1.32% | 18 |
|
|
2021
Q4 | $16.8M | Sell |
77,368
-1,541
| -2% | -$334K | 1.22% | 24 |
|
|
2021
Q3 | $17.6M | Buy |
78,909
+656
| +0.8% | +$146K | 1.36% | 21 |
|
|
2021
Q2 | $18.3M | Buy |
78,253
+2,761
| +4% | +$646K | 1.4% | 20 |
|
|
2021
Q1 | $16M | Sell |
75,492
-29
| -0% | -$6.14K | 1.35% | 20 |
|
|
2020
Q4 | $16.5M | Sell |
75,521
-10,826
| -13% | -$2.37M | 1.47% | 16 |
|
|
2020
Q3 | $17.3M | Buy |
86,347
+1,547
| +2% | +$309K | 1.65% | 16 |
|
|
2020
Q2 | $16.4M | Sell |
84,800
-17,968
| -17% | -$3.47M | 1.71% | 15 |
|
|
2020
Q1 | $16.6M | Sell |
102,768
-4,080
| -4% | -$657K | 2.09% | 12 |
|
|
2019
Q4 | $20.1M | Sell |
106,848
-3,233
| -3% | -$607K | 1.97% | 8 |
|
|
2019
Q3 | $18.9M | Sell |
110,081
-3,750
| -3% | -$645K | 1.89% | 18 |
|
|
2019
Q2 | $19.8M | Sell |
113,831
-12,854
| -10% | -$2.23M | 2.04% | 17 |
|
|
2019
Q1 | $19.8M | Sell |
126,685
-7,083
| -5% | -$1.11M | 2.12% | 17 |
|
|
2018
Q4 | $17.6M | Sell |
133,768
-4,789
| -3% | -$632K | 2.88% | 6 |
|
|
2018
Q3 | $20.8M | Sell |
138,557
-3,073
| -2% | -$461K | 2.07% | 17 |
|
|
2018
Q2 | $18.8M | Sell |
141,630
-2,078
| -1% | -$275K | 1.99% | 15 |
|
|
2018
Q1 | $17.2M | Buy |
143,708
+3,333
| +2% | +$399K | 1.92% | 14 |
|
|
2017
Q4 | $16M | Sell |
140,375
-2,058
| -1% | -$235K | 1.88% | 19 |
|
|
2017
Q3 | $15M | Sell |
142,433
-2,117
| -1% | -$223K | 1.87% | 18 |
|
|
2017
Q2 | $13.6M | Sell |
144,550
-8,338
| -5% | -$782K | 1.76% | 19 |
|
|
2017
Q1 | $13.6M | Buy |
152,888
+4,448
| +3% | +$395K | 1.86% | 18 |
|
|
2016
Q4 | $11.6M | Buy |
148,440
+5,762
| +4% | +$450K | 1.75% | 17 |
|
|
2016
Q3 | $11.8M | Sell |
142,678
-683
| -0.5% | -$56.5K | 1.87% | 12 |
|
|
2016
Q2 | $10.6M | Sell |
143,361
-20,663
| -13% | -$1.53M | 1.74% | 18 |
|
|
2016
Q1 | $10.7M | Buy |
164,024
+28,794
| +21% | +$1.88M | 1.74% | 15 |
|
|
2015
Q4 | $10.5M | Sell |
135,230
-31,226
| -19% | -$2.42M | 1.73% | 24 |
|
|
2015
Q3 | $11.2M | Hold |
166,456
| – | – | 1.62% | 26 |
|
|
2015
Q2 | $11.2M | Sell |
166,456
-4,388
| -3% | -$295K | 1.62% | 26 |
|
|
2015
Q1 | $11.2M | Buy |
170,844
+127,679
| +296% | +$8.35M | 0.39% | 52 |
|
|
2014
Q4 | $11.3M | Sell |
43,165
-277
| -0.6% | -$72.6K | 0.54% | 54 |
|
|
2014
Q3 | $9.27M | Sell |
43,442
-286
| -0.7% | -$61K | 0.61% | 59 |
|
|
2014
Q2 | $9.21M | Buy |
43,728
+19,776
| +83% | +$4.17M | 0.65% | 62 |
|
|
2014
Q1 | $5.17M | Buy |
23,952
+8,939
| +60% | +$1.93M | 0.42% | 56 |
|
|
2013
Q4 | $3.34M | Buy |
+15,013
| New | +$3.34M | 0.28% | 74 |
|