BFA
Benedict Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.68M | Sell |
21,632
-128
| -0.6% | -$45.4K | 1.74% | 14 |
|
|
2025
Q1 | $7.63M | Sell |
21,760
-86
| -0.4% | -$30.1K | 1.77% | 15 |
|
|
2024
Q4 | $6.9M | Buy |
21,846
+220
| +1% | +$69.5K | 1.68% | 13 |
|
|
2024
Q3 | $5.95M | Buy |
21,626
+95
| +0.4% | +$26.1K | 1.4% | 22 |
|
|
2024
Q2 | $5.65M | Buy |
21,531
+230
| +1% | +$60.4K | 1.43% | 20 |
|
|
2024
Q1 | $5.94M | Buy |
21,301
+120
| +0.6% | +$33.5K | 1.51% | 18 |
|
|
2023
Q4 | $5.51M | Buy |
21,181
+278
| +1% | +$72.4K | 1.5% | 17 |
|
|
2023
Q3 | $4.81M | Buy |
20,903
+640
| +3% | +$147K | 1.39% | 21 |
|
|
2023
Q2 | $4.81M | Sell |
20,263
-1
| -0% | -$237 | 1.32% | 23 |
|
|
2023
Q1 | $4.57M | Buy |
20,264
+1,030
| +5% | +$232K | 1.29% | 25 |
|
|
2022
Q4 | $4M | Buy |
19,234
+1,381
| +8% | +$287K | 1.19% | 33 |
|
|
2022
Q3 | $3.17M | Buy |
17,853
+74
| +0.4% | +$13.1K | 1.01% | 39 |
|
|
2022
Q2 | $3.5M | Buy |
17,779
+355
| +2% | +$69.9K | 1.03% | 38 |
|
|
2022
Q1 | $3.86M | Sell |
17,424
-114
| -0.7% | -$25.3K | 1.03% | 38 |
|
|
2021
Q4 | $3.8M | Sell |
17,538
-294
| -2% | -$63.7K | 0.99% | 41 |
|
|
2021
Q3 | $3.97M | Buy |
17,832
+22
| +0.1% | +$4.9K | 1.11% | 31 |
|
|
2021
Q2 | $4.16M | Sell |
17,810
-26
| -0.1% | -$6.08K | 1.16% | 30 |
|
|
2021
Q1 | $3.78M | Buy |
17,836
+3,699
| +26% | +$783K | 1.09% | 31 |
|
|
2020
Q4 | $3.09M | Buy |
14,137
+143
| +1% | +$31.3K | 1.11% | 33 |
|
|
2020
Q3 | $2.8M | Sell |
13,994
-349
| -2% | -$69.8K | 1.08% | 35 |
|
|
2020
Q2 | $2.77M | Buy |
14,343
+241
| +2% | +$46.6K | 1.14% | 33 |
|
|
2020
Q1 | $2.27M | Sell |
14,102
-156
| -1% | -$25.1K | 1.07% | 37 |
|
|
2019
Q4 | $2.68M | Sell |
14,258
-143
| -1% | -$26.9K | 1.04% | 41 |
|
|
2019
Q3 | $2.48M | Sell |
14,401
-548
| -4% | -$94.3K | 1.02% | 39 |
|
|
2019
Q2 | $2.59M | Sell |
14,949
-4
| -0% | -$694 | 1.08% | 38 |
|
|
2019
Q1 | $2.34M | Sell |
14,953
-390
| -3% | -$60.9K | 1.01% | 41 |
|
|
2018
Q4 | $2.02M | Sell |
15,343
-865
| -5% | -$114K | 1% | 40 |
|
|
2018
Q3 | $2.43M | Buy |
16,208
+260
| +2% | +$39K | 1.09% | 36 |
|
|
2018
Q2 | $2.11M | Sell |
15,948
-169
| -1% | -$22.4K | 1.04% | 38 |
|
|
2018
Q1 | $1.93M | Sell |
16,117
-744
| -4% | -$89K | 0.97% | 41 |
|
|
2017
Q4 | $1.92M | Sell |
16,861
-489
| -3% | -$55.7K | 0.93% | 44 |
|
|
2017
Q3 | $1.83M | Sell |
17,350
-570
| -3% | -$60K | 0.94% | 44 |
|
|
2017
Q2 | $1.79M | Sell |
17,920
-591
| -3% | -$58.9K | 0.93% | 43 |
|
|
2017
Q1 | $1.65M | Sell |
18,511
-303
| -2% | -$26.9K | 0.9% | 44 |
|
|
2016
Q4 | $1.47M | Sell |
18,814
-284
| -1% | -$22.2K | 0.85% | 44 |
|
|
2016
Q3 | $1.58M | Sell |
19,098
-46
| -0.2% | -$3.81K | 0.92% | 42 |
|
|
2016
Q2 | $1.43M | Sell |
19,144
-212
| -1% | -$15.8K | 0.84% | 47 |
|
|
2016
Q1 | $1.48M | Buy |
19,356
+86
| +0.4% | +$6.58K | 0.9% | 45 |
|
|
2015
Q4 | $1.49M | Sell |
19,270
-144
| -0.7% | -$11.2K | 0.95% | 43 |
|
|
2015
Q3 | $1.35M | Sell |
19,414
-624
| -3% | -$43.5K | 0.94% | 43 |
|
|
2015
Q2 | $1.44M | Sell |
20,038
-851
| -4% | -$61.1K | 0.94% | 40 |
|
|
2015
Q1 | $1.37M | Buy |
20,889
+15,724
| +304% | +$1.03M | 0.88% | 44 |
|
|
2014
Q4 | $1.38M | Buy |
+5,165
| New | +$1.38M | 0.9% | 43 |
|