Braun Stacey Associates’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Hold |
4,550
| – | – | 0.06% | 93 |
|
|
2025
Q1 | $1.59M | Buy |
4,550
+50
| +1% | +$17.5K | 0.07% | 96 |
|
|
2024
Q4 | $1.42M | Hold |
4,500
| – | – | 0.05% | 96 |
|
|
2024
Q3 | $1.24M | Sell |
4,500
-2,879
| -39% | -$792K | 0.05% | 99 |
|
|
2024
Q2 | $1.94M | Buy |
7,379
+3,179
| +76% | +$834K | 0.08% | 91 |
|
|
2024
Q1 | $1.17M | Hold |
4,200
| – | – | 0.05% | 100 |
|
|
2023
Q4 | $1.09M | Sell |
4,200
-1,450
| -26% | -$378K | 0.05% | 101 |
|
|
2023
Q3 | $1.3M | Sell |
5,650
-50
| -0.9% | -$11.5K | 0.06% | 99 |
|
|
2023
Q2 | $1.35M | Sell |
5,700
-5,400
| -49% | -$1.28M | 0.06% | 104 |
|
|
2023
Q1 | $2.5M | Buy |
11,100
+5,640
| +103% | +$1.27M | 0.07% | 111 |
|
|
2022
Q4 | $1.13M | Sell |
5,460
-1,910
| -26% | -$397K | 0.06% | 107 |
|
|
2022
Q3 | $1.31M | Sell |
7,370
-200
| -3% | -$35.5K | 0.08% | 106 |
|
|
2022
Q2 | $1.49M | Buy |
7,570
+1,050
| +16% | +$207K | 0.08% | 108 |
|
|
2022
Q1 | $1.45M | Buy |
6,520
+200
| +3% | +$44.4K | 0.06% | 110 |
|
|
2021
Q4 | $1.37M | Sell |
6,320
-50
| -0.8% | -$10.8K | 0.05% | 114 |
|
|
2021
Q3 | $1.42M | Hold |
6,370
| – | – | 0.06% | 113 |
|
|
2021
Q2 | $1.49M | Buy |
6,370
+50
| +0.8% | +$11.7K | 0.06% | 112 |
|
|
2021
Q1 | $1.34M | Sell |
6,320
-500
| -7% | -$106K | 0.06% | 114 |
|
|
2020
Q4 | $1.49M | Sell |
6,820
-500
| -7% | -$109K | 0.07% | 108 |
|
|
2020
Q3 | $1.46M | Sell |
7,320
-295
| -4% | -$59K | 0.08% | 107 |
|
|
2020
Q2 | $1.47M | Buy |
7,615
+1,495
| +24% | +$289K | 0.08% | 105 |
|
|
2020
Q1 | $986K | Sell |
6,120
-730
| -11% | -$118K | 0.08% | 106 |
|
|
2019
Q4 | $1.29M | Sell |
6,850
-4,050
| -37% | -$761K | 0.07% | 104 |
|
|
2019
Q3 | $1.88M | Sell |
10,900
-2,250
| -17% | -$387K | 0.12% | 100 |
|
|
2019
Q2 | $2.28M | Sell |
13,150
-4,200
| -24% | -$729K | 0.15% | 102 |
|
|
2019
Q1 | $2.71M | Hold |
17,350
| – | – | 0.18% | 103 |
|
|
2018
Q4 | $2.29M | Buy |
17,350
+100
| +0.6% | +$13.2K | 0.18% | 103 |
|
|
2018
Q3 | $2.59M | Hold |
17,250
| – | – | 0.17% | 107 |
|
|
2018
Q2 | $2.29M | Hold |
17,250
| – | – | 0.16% | 103 |
|
|
2018
Q1 | $2.06M | Sell |
17,250
-1,000
| -5% | -$120K | 0.14% | 109 |
|
|
2017
Q4 | $2.08M | Buy |
18,250
+200
| +1% | +$22.8K | 0.14% | 111 |
|
|
2017
Q3 | $1.9M | Buy |
18,050
+2,850
| +19% | +$300K | 0.13% | 109 |
|
|
2017
Q2 | $1.43M | Buy |
15,200
+50
| +0.3% | +$4.69K | 0.09% | 113 |
|
|
2017
Q1 | $1.35M | Buy |
+15,150
| New | +$1.35M | 0.09% | 117 |
|