Braun-Bostich & Associates’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $299K | Sell |
988
-89
| -8% | -$28.6K | 0.19% | 91 |
|
|
2025
Q4 | $378K | Sell |
1,077
-7
| -0.6% | -$2.38K | 0.23% | 72 |
|
|
2025
Q3 | $370K | Sell |
1,084
-181
| -14% | -$62.6K | 0.23% | 76 |
|
|
2025
Q2 | $449K | Sell |
1,265
-43
| -3% | -$15K | 0.31% | 62 |
|
|
2025
Q1 | $458K | Buy |
1,308
+16
| +1% | +$5.41K | 0.34% | 63 |
|
|
2024
Q4 | $408K | Sell |
1,292
-37
| -3% | -$11.1K | 0.29% | 63 |
|
|
2024
Q3 | $365K | Sell |
1,329
-228
| -15% | -$61.6K | 0.25% | 67 |
|
|
2024
Q2 | $409K | Sell |
1,557
-318
| -17% | -$87.2K | 0.3% | 61 |
|
|
2024
Q1 | $523K | Sell |
1,875
-331
| -15% | -$91.4K | 0.44% | 62 |
|
|
2023
Q4 | $574K | Buy |
2,206
+52
| +2% | +$12.8K | 0.52% | 50 |
|
|
2023
Q3 | $495K | Buy |
+2,154
| New | +$518K | 0.92% | 19 |
|
|
2020
Q4 | – | Sell |
-1,803
| Closed | -$361K | – | 212 |
|
|
2020
Q3 | $361K | Buy |
1,803
+1,635
| +973% | +$327K | 0.36% | 37 |
|
|
2020
Q2 | $32K | Buy |
168
+40
| +31% | +$7.31K | 0.03% | 146 |
|
|
2020
Q1 | $20K | Hold |
128
| – | – | 0.03% | 164 |
|
|
2019
Q4 | $24K | Buy |
+128
| New | +$23.1K | 0.02% | 183 |
|
|
2019
Q3 | – | Sell |
-1,018
| Closed | -$177K | – | 289 |
|
|
2019
Q2 | $177K | Sell |
1,018
-490
| -32% | -$80.2K | 0.19% | 103 |
|
|
2019
Q1 | $236K | Sell |
1,508
-421
| -22% | -$60.7K | 0.25% | 88 |
|
|
2018
Q4 | $255K | Buy |
1,929
+65
| +3% | +$8.98K | 0.27% | 90 |
|
|
2018
Q3 | $280K | Buy |
1,864
+6
| +0.3% | +$853 | 0.27% | 89 |
|
|
2018
Q2 | $246K | Buy |
1,858
+471
| +34% | +$60.6K | 0.25% | 97 |
|
|
2018
Q1 | $166K | Sell |
1,387
-1,838
| -57% | -$223K | 0.14% | 110 |
|
|
2017
Q4 | $368K | Buy |
+3,225
| New | +$356K | 0.31% | 92 |
|
Other funds holding V
VCM
VPM
