BOPW
Brandywine Oak Private Wealth’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Sell |
2,700
-55
| -2% | -$19.5K | 0.09% | 109 |
|
|
2025
Q1 | $965K | Hold |
2,755
| – | – | 0.09% | 103 |
|
|
2024
Q4 | $871K | Buy |
2,755
+13
| +0.5% | +$4.11K | 0.09% | 108 |
|
|
2024
Q3 | $754K | Buy |
2,742
+85
| +3% | +$23.4K | 0.07% | 117 |
|
|
2024
Q2 | $697K | Sell |
2,657
-124
| -4% | -$32.5K | 0.07% | 117 |
|
|
2024
Q1 | $776K | Sell |
2,781
-15
| -0.5% | -$4.19K | 0.08% | 110 |
|
|
2023
Q4 | $728K | Buy |
2,796
+33
| +1% | +$8.59K | 0.08% | 115 |
|
|
2023
Q3 | $636K | Sell |
2,763
-1,169
| -30% | -$269K | 0.07% | 122 |
|
|
2023
Q2 | $934K | Buy |
3,932
+4
| +0.1% | +$950 | 0.1% | 98 |
|
|
2023
Q1 | $886K | Buy |
3,928
+6
| +0.2% | +$1.35K | 0.1% | 103 |
|
|
2022
Q4 | $815K | Sell |
3,922
-2,123
| -35% | -$441K | 0.1% | 110 |
|
|
2022
Q3 | $1.07M | Sell |
6,045
-929
| -13% | -$165K | 0.15% | 90 |
|
|
2022
Q2 | $1.37M | Sell |
6,974
-441
| -6% | -$86.8K | 0.18% | 83 |
|
|
2022
Q1 | $1.64M | Buy |
7,415
+7
| +0.1% | +$1.55K | 0.19% | 84 |
|
|
2021
Q4 | $1.61M | Sell |
7,408
-406
| -5% | -$88K | 0.18% | 91 |
|
|
2021
Q3 | $1.74M | Sell |
7,814
-202
| -3% | -$45K | 0.2% | 79 |
|
|
2021
Q2 | $1.87M | Buy |
8,016
+2,653
| +49% | +$620K | 0.22% | 72 |
|
|
2021
Q1 | $1.14M | Sell |
5,363
-154
| -3% | -$32.6K | 0.17% | 87 |
|
|
2020
Q4 | $1.21M | Sell |
5,517
-72
| -1% | -$15.7K | 0.18% | 80 |
|
|
2020
Q3 | $1.12M | Buy |
5,589
+311
| +6% | +$62.2K | 0.19% | 78 |
|
|
2020
Q2 | $1.02M | Buy |
5,278
+537
| +11% | +$104K | 0.18% | 82 |
|
|
2020
Q1 | $764K | Buy |
4,741
+119
| +3% | +$19.2K | 0.16% | 85 |
|
|
2019
Q4 | $868K | Sell |
4,622
-82
| -2% | -$15.4K | 0.16% | 78 |
|
|
2019
Q3 | $809K | Buy |
4,704
+9
| +0.2% | +$1.55K | 0.15% | 79 |
|
|
2019
Q2 | $814K | Buy |
4,695
+74
| +2% | +$12.8K | 0.16% | 78 |
|
|
2019
Q1 | $721K | Buy |
4,621
+273
| +6% | +$42.6K | 0.15% | 81 |
|
|
2018
Q4 | $573K | Buy |
+4,348
| New | +$573K | 0.13% | 87 |
|