BFC
Bedel Financial Consulting’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
2,901
+51
| +2% | +$18.1K | 0.14% | 90 |
|
|
2025
Q1 | $991K | Buy |
2,850
+18
| +0.6% | +$6.26K | 0.14% | 90 |
|
|
2024
Q4 | $990K | Sell |
2,832
-124
| -4% | -$43.3K | 0.14% | 90 |
|
|
2024
Q3 | $813K | Buy |
2,956
+401
| +16% | +$110K | 0.11% | 97 |
|
|
2024
Q2 | $671K | Sell |
2,555
-21
| -0.8% | -$5.51K | 0.1% | 107 |
|
|
2024
Q1 | $719K | Buy |
2,576
+1
| +0% | +$279 | 0.11% | 96 |
|
|
2023
Q4 | $670K | Buy |
2,575
+26
| +1% | +$6.77K | 0.12% | 101 |
|
|
2023
Q3 | $586K | Buy |
2,549
+1
| +0% | +$230 | 0.12% | 105 |
|
|
2023
Q2 | $605K | Buy |
2,548
+2
| +0.1% | +$475 | 0.13% | 101 |
|
|
2023
Q1 | $574K | Buy |
2,546
+1
| +0% | +$225 | 0.14% | 101 |
|
|
2022
Q4 | $529K | Sell |
2,545
-8
| -0.3% | -$1.66K | 0.13% | 101 |
|
|
2022
Q3 | $511K | Buy |
2,553
+11
| +0.4% | +$2.2K | 0.14% | 103 |
|
|
2022
Q2 | $500K | Buy |
2,542
+127
| +5% | +$25K | 0.15% | 101 |
|
|
2022
Q1 | $536K | Sell |
2,415
-25
| -1% | -$5.55K | 0.17% | 82 |
|
|
2021
Q4 | $529K | Buy |
2,440
+258
| +12% | +$55.9K | 0.16% | 87 |
|
|
2021
Q3 | $486K | Hold |
2,182
| – | – | 0.17% | 90 |
|
|
2021
Q2 | $510K | Buy |
2,182
+447
| +26% | +$104K | 0.18% | 88 |
|
|
2021
Q1 | $367K | Buy |
1,735
+12
| +0.7% | +$2.54K | 0.14% | 113 |
|
|
2020
Q4 | $377K | Sell |
1,723
-488
| -22% | -$107K | 0.17% | 94 |
|
|
2020
Q3 | $442K | Buy |
2,211
+158
| +8% | +$31.6K | 0.22% | 65 |
|
|
2020
Q2 | $397K | Sell |
2,053
-257
| -11% | -$49.7K | 0.21% | 69 |
|
|
2020
Q1 | $372K | Buy |
2,310
+74
| +3% | +$11.9K | 0.25% | 67 |
|
|
2019
Q4 | $420K | Buy |
2,236
+45
| +2% | +$8.45K | 0.24% | 78 |
|
|
2019
Q3 | $377K | Hold |
2,191
| – | – | 0.23% | 84 |
|
|
2019
Q2 | $380K | Buy |
2,191
+1
| +0% | +$173 | 0.23% | 85 |
|
|
2019
Q1 | $342K | Hold |
2,190
| – | – | 0.22% | 86 |
|
|
2018
Q4 | $289K | Buy |
2,190
+133
| +6% | +$17.6K | 0.21% | 86 |
|
|
2018
Q3 | $291K | Buy |
2,057
+232
| +13% | +$32.8K | 0.19% | 101 |
|
|
2018
Q2 | $242K | Buy |
1,825
+356
| +24% | +$47.2K | 0.18% | 119 |
|
|
2018
Q1 | $176K | Buy |
+1,469
| New | +$176K | 0.13% | 147 |
|