BBA
Braun-Bostich & Associates’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Sell |
1,265
-43
| -3% | -$15.3K | 0.31% | 62 |
|
|
2025
Q1 | $458K | Buy |
1,308
+16
| +1% | +$5.61K | 0.34% | 63 |
|
|
2024
Q4 | $408K | Sell |
1,292
-37
| -3% | -$11.7K | 0.29% | 63 |
|
|
2024
Q3 | $365K | Sell |
1,329
-228
| -15% | -$62.7K | 0.25% | 67 |
|
|
2024
Q2 | $409K | Sell |
1,557
-318
| -17% | -$83.5K | 0.3% | 61 |
|
|
2024
Q1 | $523K | Sell |
1,875
-331
| -15% | -$92.4K | 0.44% | 62 |
|
|
2023
Q4 | $574K | Buy |
2,206
+52
| +2% | +$13.5K | 0.52% | 50 |
|
|
2023
Q3 | $495K | Buy |
+2,154
| New | +$495K | 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% | +$7.62K | 0.03% | 146 |
|
|
2020
Q1 | $20K | Hold |
128
| – | – | 0.03% | 164 |
|
|
2019
Q4 | $24K | Buy |
+128
| New | +$24K | 0.02% | 183 |
|
|
2019
Q3 | – | Sell |
-1,018
| Closed | -$177K | – | 289 |
|
|
2019
Q2 | $177K | Sell |
1,018
-490
| -32% | -$85.2K | 0.19% | 103 |
|
|
2019
Q1 | $236K | Sell |
1,508
-421
| -22% | -$65.9K | 0.25% | 88 |
|
|
2018
Q4 | $255K | Buy |
1,929
+65
| +3% | +$8.59K | 0.27% | 90 |
|
|
2018
Q3 | $280K | Buy |
1,864
+6
| +0.3% | +$901 | 0.27% | 89 |
|
|
2018
Q2 | $246K | Buy |
1,858
+471
| +34% | +$62.4K | 0.25% | 97 |
|
|
2018
Q1 | $166K | Sell |
1,387
-1,838
| -57% | -$220K | 0.14% | 110 |
|
|
2017
Q4 | $368K | Buy |
+3,225
| New | +$368K | 0.31% | 92 |
|