Bingham Osborn & Scarborough’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,767
| Closed | -$1.06M | – | 133 |
|
|
2021
Q3 | $1.06M | Buy |
4,767
+377
| +9% | +$84K | 0.07% | 55 |
|
|
2021
Q2 | $1.03M | Buy |
4,390
+852
| +24% | +$199K | 0.07% | 53 |
|
|
2021
Q1 | $749K | Buy |
3,538
+394
| +13% | +$83.4K | 0.06% | 57 |
|
|
2020
Q4 | $688K | Sell |
3,144
-1,081
| -26% | -$237K | 0.05% | 55 |
|
|
2020
Q3 | $845K | Buy |
4,225
+123
| +3% | +$24.6K | 0.06% | 71 |
|
|
2020
Q2 | $792K | Sell |
4,102
-361
| -8% | -$69.7K | 0.06% | 69 |
|
|
2020
Q1 | $719K | Sell |
4,463
-87
| -2% | -$14K | 0.07% | 66 |
|
|
2019
Q4 | $855K | Buy |
4,550
+888
| +24% | +$167K | 0.07% | 70 |
|
|
2019
Q3 | $630K | Buy |
3,662
+42
| +1% | +$7.23K | 0.06% | 80 |
|
|
2019
Q2 | $628K | Buy |
3,620
+152
| +4% | +$26.4K | 0.06% | 78 |
|
|
2019
Q1 | $542K | Buy |
3,468
+64
| +2% | +$10K | 0.05% | 85 |
|
|
2018
Q4 | $449K | Sell |
3,404
-106
| -3% | -$14K | 0.05% | 88 |
|
|
2018
Q3 | $527K | Sell |
3,510
-162
| -4% | -$24.3K | 0.05% | 82 |
|
|
2018
Q2 | $486K | Sell |
3,672
-3
| -0.1% | -$397 | 0.05% | 80 |
|
|
2018
Q1 | $440K | Buy |
3,675
+500
| +16% | +$59.9K | 0.04% | 84 |
|
|
2017
Q4 | $362K | Buy |
3,175
+692
| +28% | +$78.9K | 0.03% | 92 |
|
|
2017
Q3 | $261K | Sell |
2,483
-128
| -5% | -$13.5K | 0.02% | 107 |
|
|
2017
Q2 | $245K | Buy |
2,611
+72
| +3% | +$6.76K | 0.02% | 109 |
|
|
2017
Q1 | $226K | Buy |
+2,539
| New | +$226K | 0.02% | 105 |
|
|
2016
Q4 | – | Sell |
-2,616
| Closed | -$216K | – | 113 |
|
|
2016
Q3 | $216K | Buy |
+2,616
| New | +$216K | 0.02% | 105 |
|
|
2015
Q4 | – | Sell |
-2,876
| Closed | -$200K | – | 114 |
|
|
2015
Q3 | $200K | Buy |
+2,876
| New | +$200K | 0.03% | 107 |
|