Bragg Financial Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
3,349
+192
| +6% | +$68.2K | 0.04% | 205 |
|
|
2025
Q1 | $1.11M | Buy |
3,157
+213
| +7% | +$74.7K | 0.05% | 205 |
|
|
2024
Q4 | $931K | Sell |
2,944
-353
| -11% | -$112K | 0.04% | 214 |
|
|
2024
Q3 | $907K | Sell |
3,297
-171
| -5% | -$47K | 0.04% | 217 |
|
|
2024
Q2 | $910K | Buy |
3,468
+79
| +2% | +$20.7K | 0.04% | 206 |
|
|
2024
Q1 | $946K | Sell |
3,389
-410
| -11% | -$114K | 0.04% | 204 |
|
|
2023
Q4 | $989K | Sell |
3,799
-65
| -2% | -$16.9K | 0.05% | 200 |
|
|
2023
Q3 | $889K | Sell |
3,864
-14
| -0.4% | -$3.22K | 0.05% | 202 |
|
|
2023
Q2 | $921K | Sell |
3,878
-44
| -1% | -$10.4K | 0.05% | 205 |
|
|
2023
Q1 | $884K | Buy |
3,922
+25
| +0.6% | +$5.64K | 0.05% | 204 |
|
|
2022
Q4 | $810K | Buy |
3,897
+50
| +1% | +$10.4K | 0.05% | 206 |
|
|
2022
Q3 | $683K | Hold |
3,847
| – | – | 0.05% | 201 |
|
|
2022
Q2 | $757K | Buy |
3,847
+505
| +15% | +$99.4K | 0.05% | 196 |
|
|
2022
Q1 | $741K | Buy |
3,342
+98
| +3% | +$21.7K | 0.04% | 201 |
|
|
2021
Q4 | $723K | Hold |
3,244
| – | – | 0.05% | 194 |
|
|
2021
Q3 | $723K | Buy |
3,244
+103
| +3% | +$23K | 0.05% | 194 |
|
|
2021
Q2 | $734K | Sell |
3,141
-75
| -2% | -$17.5K | 0.05% | 195 |
|
|
2021
Q1 | $681K | Buy |
3,216
+230
| +8% | +$48.7K | 0.05% | 200 |
|
|
2020
Q4 | $653K | Sell |
2,986
-1
| -0% | -$219 | 0.06% | 186 |
|
|
2020
Q3 | $597K | Buy |
2,987
+298
| +11% | +$59.6K | 0.06% | 182 |
|
|
2020
Q2 | $519K | Buy |
2,689
+63
| +2% | +$12.2K | 0.06% | 184 |
|
|
2020
Q1 | $423K | Sell |
2,626
-185
| -7% | -$29.8K | 0.06% | 191 |
|
|
2019
Q4 | $528K | Sell |
2,811
-308
| -10% | -$57.9K | 0.06% | 191 |
|
|
2019
Q3 | $536K | Buy |
3,119
+493
| +19% | +$84.7K | 0.07% | 191 |
|
|
2019
Q2 | $456K | Hold |
2,626
| – | – | 0.06% | 204 |
|
|
2019
Q1 | $410K | Sell |
2,626
-68
| -3% | -$10.6K | 0.05% | 199 |
|
|
2018
Q4 | $355K | Sell |
2,694
-780
| -22% | -$103K | 0.05% | 204 |
|
|
2018
Q3 | $521K | Buy |
3,474
+71
| +2% | +$10.6K | 0.07% | 189 |
|
|
2018
Q2 | $451K | Hold |
3,403
| – | – | 0.06% | 196 |
|
|
2018
Q1 | $407K | Buy |
3,403
+152
| +5% | +$18.2K | 0.06% | 208 |
|
|
2017
Q4 | $371K | Sell |
3,251
-14
| -0.4% | -$1.6K | 0.05% | 221 |
|
|
2017
Q3 | $344K | Sell |
3,265
-55
| -2% | -$5.8K | 0.05% | 218 |
|
|
2017
Q2 | $311K | Buy |
+3,320
| New | +$311K | 0.05% | 232 |
|