BWA
Blodgett Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Sell |
1,835
-200
| -10% | -$71K | 0.51% | 31 |
|
|
2025
Q1 | $713K | Sell |
2,035
-725
| -26% | -$254K | 0.61% | 30 |
|
|
2024
Q4 | $872K | Sell |
2,760
-405
| -13% | -$128K | 0.68% | 24 |
|
|
2024
Q3 | $870K | Sell |
3,165
-100
| -3% | -$27.5K | 0.73% | 21 |
|
|
2024
Q2 | $857K | Sell |
3,265
-525
| -14% | -$138K | 0.73% | 20 |
|
|
2024
Q1 | $1.06M | Buy |
3,790
+30
| +0.8% | +$8.37K | 0.95% | 20 |
|
|
2023
Q4 | $979K | Hold |
3,760
| – | – | 1% | 19 |
|
|
2023
Q3 | $865K | Hold |
3,760
| – | – | 0.95% | 24 |
|
|
2023
Q2 | $893K | Buy |
3,760
+550
| +17% | +$131K | 0.92% | 25 |
|
|
2023
Q1 | $724K | Hold |
3,210
| – | – | 0.84% | 29 |
|
|
2022
Q4 | $667K | Hold |
3,210
| – | – | 0.81% | 30 |
|
|
2022
Q3 | $570K | Buy |
3,210
+125
| +4% | +$22.2K | 0.68% | 33 |
|
|
2022
Q2 | $607K | Sell |
3,085
-535
| -15% | -$105K | 0.67% | 32 |
|
|
2022
Q1 | $803K | Sell |
3,620
-475
| -12% | -$105K | 0.67% | 37 |
|
|
2021
Q4 | $887K | Buy |
+4,095
| New | +$887K | 0.69% | 35 |
|