BCFD
Boit C.F. David’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.45M | Hold |
26,630
| – | – | 4.55% | 3 |
|
|
2025
Q1 | $9.33M | Hold |
26,630
| – | – | 4.68% | 4 |
|
|
2024
Q4 | $8.42M | Hold |
26,630
| – | – | 3.42% | 5 |
|
|
2024
Q3 | $7.38M | Hold |
26,630
| – | – | 3.65% | 6 |
|
|
2024
Q2 | $6.99M | Hold |
26,630
| – | – | 3.64% | 6 |
|
|
2024
Q1 | $7.12M | Hold |
26,630
| – | – | 3.89% | 5 |
|
|
2023
Q4 | $6.87M | Buy |
26,630
+2,700
| +11% | +$697K | 3.88% | 5 |
|
|
2023
Q3 | $5.53M | Hold |
23,930
| – | – | 3.79% | 7 |
|
|
2023
Q2 | $5.68M | Hold |
23,930
| – | – | 3.77% | 6 |
|
|
2023
Q1 | $5.57M | Hold |
23,930
| – | – | 3.8% | 6 |
|
|
2022
Q4 | $4.97M | Hold |
23,930
| – | – | 3.54% | 8 |
|
|
2022
Q3 | $4.25M | Buy |
+23,930
| New | +$4.25M | 3.46% | 8 |
|
|
2022
Q1 | $5.34M | Sell |
23,930
-700
| -3% | -$156K | 3.51% | 6 |
|
|
2021
Q4 | $5.34M | Hold |
24,630
| – | – | 3.39% | 7 |
|
|
2021
Q3 | $5.68M | Buy |
24,630
+1,270
| +5% | +$293K | 3.9% | 6 |
|
|
2021
Q2 | $5.46M | Buy |
+23,360
| New | +$5.46M | 4.16% | 6 |
|