BFWA
Benchmark Financial Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
3,199
+93
| +3% | +$33K | 0.38% | 40 |
|
|
2025
Q1 | $1.09M | Buy |
3,106
+95
| +3% | +$33.3K | 0.41% | 35 |
|
|
2024
Q4 | $952K | Sell |
3,011
-11
| -0.4% | -$3.48K | 0.31% | 39 |
|
|
2024
Q3 | $831K | Sell |
3,022
-357
| -11% | -$98.1K | 0.28% | 37 |
|
|
2024
Q2 | $887K | Sell |
3,379
-116
| -3% | -$30.4K | 0.33% | 35 |
|
|
2024
Q1 | $976K | Sell |
3,495
-99
| -3% | -$27.6K | 0.37% | 31 |
|
|
2023
Q4 | $936K | Buy |
3,594
+6
| +0.2% | +$1.56K | 0.4% | 32 |
|
|
2023
Q3 | $825K | Sell |
3,588
-99
| -3% | -$22.8K | 0.39% | 31 |
|
|
2023
Q2 | $876K | Buy |
3,687
+186
| +5% | +$44.2K | 0.41% | 28 |
|
|
2023
Q1 | $789K | Buy |
3,501
+77
| +2% | +$17.4K | 0.41% | 26 |
|
|
2022
Q4 | $711K | Buy |
3,424
+659
| +24% | +$137K | 0.39% | 30 |
|
|
2022
Q3 | $491K | Sell |
2,765
-108
| -4% | -$19.2K | 0.29% | 35 |
|
|
2022
Q2 | $566K | Sell |
2,873
-13
| -0.5% | -$2.56K | 0.29% | 33 |
|
|
2022
Q1 | $640K | Sell |
2,886
-240
| -8% | -$53.2K | 0.27% | 35 |
|
|
2021
Q4 | $677K | Buy |
3,126
+60
| +2% | +$13K | 0.28% | 34 |
|
|
2021
Q3 | $683K | Sell |
3,066
-128
| -4% | -$28.5K | 0.32% | 31 |
|
|
2021
Q2 | $747K | Buy |
3,194
+109
| +4% | +$25.5K | 0.36% | 33 |
|
|
2021
Q1 | $653K | Sell |
3,085
-579
| -16% | -$123K | 0.36% | 31 |
|
|
2020
Q4 | $801K | Buy |
3,664
+155
| +4% | +$33.9K | 0.44% | 30 |
|
|
2020
Q3 | $702K | Buy |
3,509
+73
| +2% | +$14.6K | 0.45% | 31 |
|
|
2020
Q2 | $664K | Buy |
3,436
+1,287
| +60% | +$249K | 0.49% | 29 |
|
|
2020
Q1 | $346K | Buy |
2,149
+171
| +9% | +$27.5K | 0.35% | 28 |
|
|
2019
Q4 | $372K | Buy |
1,978
+1
| +0.1% | +$188 | 0.31% | 26 |
|
|
2019
Q3 | $340K | Buy |
1,977
+153
| +8% | +$26.3K | 0.33% | 23 |
|
|
2019
Q2 | $317K | Sell |
1,824
-274
| -13% | -$47.6K | 0.31% | 27 |
|
|
2019
Q1 | $328K | Buy |
2,098
+211
| +11% | +$33K | 0.34% | 24 |
|
|
2018
Q4 | $249K | Buy |
+1,887
| New | +$249K | 0.31% | 27 |
|