BFG
Berger Financial Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Sell |
29,002
-921
| -3% | -$327K | 0.67% | 33 |
|
|
2025
Q1 | $10.5M | Sell |
29,923
-345
| -1% | -$121K | 0.73% | 31 |
|
|
2024
Q4 | $9.57M | Sell |
30,268
-407
| -1% | -$129K | 0.66% | 38 |
|
|
2024
Q3 | $8.43M | Buy |
30,675
+2,585
| +9% | +$711K | 0.61% | 40 |
|
|
2024
Q2 | $7.37M | Sell |
28,090
-1,136
| -4% | -$298K | 0.59% | 37 |
|
|
2024
Q1 | $8.16M | Sell |
29,226
-351
| -1% | -$98K | 0.67% | 35 |
|
|
2023
Q4 | $7.7M | Sell |
29,577
-331
| -1% | -$86.2K | 0.8% | 29 |
|
|
2023
Q3 | $6.88M | Sell |
29,908
-1,230
| -4% | -$283K | 0.79% | 26 |
|
|
2023
Q2 | $7.39M | Sell |
31,138
-335
| -1% | -$79.6K | 0.84% | 27 |
|
|
2023
Q1 | $7.1M | Sell |
31,473
-416
| -1% | -$93.8K | 0.85% | 25 |
|
|
2022
Q4 | $6.63M | Sell |
31,889
-1,417
| -4% | -$294K | 0.87% | 28 |
|
|
2022
Q3 | $5.92M | Sell |
33,306
-53
| -0.2% | -$9.42K | 0.87% | 26 |
|
|
2022
Q2 | $6.57M | Sell |
33,359
-2,685
| -7% | -$529K | 0.96% | 26 |
|
|
2022
Q1 | $7.99M | Sell |
36,044
-155
| -0.4% | -$34.4K | 1.02% | 23 |
|
|
2021
Q4 | $7.85M | Buy |
36,199
+34,854
| +2,591% | +$7.55M | 1.04% | 22 |
|
|
2021
Q3 | $300K | Hold |
1,345
| – | – | 0.05% | 162 |
|
|
2021
Q2 | $314K | Buy |
1,345
+263
| +24% | +$61.4K | 0.06% | 155 |
|
|
2021
Q1 | $229K | Buy |
+1,082
| New | +$229K | 0.05% | 177 |
|