BRA
Biechele Royce Advisors’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $6.36M | Buy |
23,141
+21,904
| +1,771% | +$6.02M | 2.1% | 19 |
|
2024
Q2 | $325K | Sell |
1,237
-19
| -2% | -$4.99K | 0.11% | 44 |
|
2024
Q1 | $351K | Buy |
1,256
+19
| +2% | +$5.31K | 0.12% | 42 |
|
2023
Q4 | $322K | Sell |
1,237
-265
| -18% | -$69K | 0.11% | 47 |
|
2023
Q3 | $345K | Buy |
1,502
+63
| +4% | +$14.5K | 0.13% | 45 |
|
2023
Q2 | $342K | Sell |
1,439
-62
| -4% | -$14.7K | 0.12% | 47 |
|
2023
Q1 | $338K | Buy |
1,501
+34
| +2% | +$7.66K | 0.13% | 50 |
|
2022
Q4 | $305K | Buy |
1,467
+111
| +8% | +$23.1K | 0.12% | 51 |
|
2022
Q3 | $240K | Sell |
1,356
-75
| -5% | -$13.3K | 0.11% | 52 |
|
2022
Q2 | $281K | Hold |
1,431
| – | – | 0.12% | 46 |
|
2022
Q1 | $317K | Hold |
1,431
| – | – | 0.13% | 48 |
|
2021
Q4 | $310K | Sell |
1,431
-10
| -0.7% | -$2.17K | 0.12% | 48 |
|
2021
Q3 | $321K | Buy |
1,441
+514
| +55% | +$115K | 0.14% | 47 |
|
2021
Q2 | $217K | Buy |
+927
| New | +$217K | 0.09% | 49 |
|