Brighton Jones LLC’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.12M | Buy |
22,876
+1,758
| +8% | +$624K | 0.22% | 60 |
|
2025
Q1 | $7.4M | Buy |
21,118
+483
| +2% | +$169K | 0.24% | 62 |
|
2024
Q4 | $6.52M | Buy |
20,635
+6,883
| +50% | +$2.18M | 0.19% | 71 |
|
2024
Q3 | $3.78M | Sell |
13,752
-1,105
| -7% | -$304K | 0.14% | 84 |
|
2024
Q2 | $3.9M | Buy |
14,857
+1,007
| +7% | +$264K | 0.13% | 90 |
|
2024
Q1 | $3.87M | Buy |
13,850
+708
| +5% | +$198K | 0.14% | 86 |
|
2023
Q4 | $3.42M | Buy |
13,142
+942
| +8% | +$245K | 0.14% | 86 |
|
2023
Q3 | $2.81M | Sell |
12,200
-822
| -6% | -$189K | 0.14% | 87 |
|
2023
Q2 | $3.09M | Buy |
13,022
+223
| +2% | +$53K | 0.16% | 86 |
|
2023
Q1 | $2.89M | Sell |
12,799
-1,493
| -10% | -$337K | 0.16% | 80 |
|
2022
Q4 | $2.97M | Sell |
14,292
-1,592
| -10% | -$331K | 0.18% | 75 |
|
2022
Q3 | $2.82M | Sell |
15,884
-232
| -1% | -$41.2K | 0.17% | 69 |
|
2022
Q2 | $3.17M | Sell |
16,116
-745
| -4% | -$147K | 0.18% | 66 |
|
2022
Q1 | $3.74M | Buy |
16,861
+850
| +5% | +$188K | 0.17% | 65 |
|
2021
Q4 | $3.47M | Buy |
16,011
+537
| +3% | +$116K | 0.16% | 66 |
|
2021
Q3 | $3.45M | Buy |
15,474
+647
| +4% | +$144K | 0.18% | 62 |
|
2021
Q2 | $3.47M | Sell |
14,827
-624
| -4% | -$146K | 0.18% | 62 |
|
2021
Q1 | $3.27M | Buy |
15,451
+1,595
| +12% | +$338K | 0.19% | 54 |
|
2020
Q4 | $3.03M | Sell |
13,856
-217
| -2% | -$47.5K | 0.19% | 52 |
|
2020
Q3 | $2.81M | Buy |
14,073
+789
| +6% | +$158K | 0.19% | 47 |
|
2020
Q2 | $2.57M | Buy |
13,284
+281
| +2% | +$54.3K | 0.21% | 46 |
|
2020
Q1 | $2.1M | Sell |
13,003
-1,002
| -7% | -$161K | 0.22% | 42 |
|
2019
Q4 | $2.63M | Buy |
14,005
+370
| +3% | +$69.5K | 0.28% | 45 |
|
2019
Q3 | $2.35M | Sell |
13,635
-144
| -1% | -$24.8K | 0.27% | 43 |
|
2019
Q2 | $2.39M | Sell |
13,779
-13
| -0.1% | -$2.26K | 0.28% | 46 |
|
2019
Q1 | $2.15M | Buy |
13,792
+119
| +0.9% | +$18.6K | 0.26% | 50 |
|
2018
Q4 | $1.8M | Sell |
13,673
-665
| -5% | -$87.7K | 0.26% | 52 |
|
2018
Q3 | $2.15M | Sell |
14,338
-223
| -2% | -$33.5K | 0.26% | 44 |
|
2018
Q2 | $1.93M | Buy |
14,561
+938
| +7% | +$124K | 0.25% | 46 |
|
2018
Q1 | $1.63M | Sell |
13,623
-337
| -2% | -$40.3K | 0.22% | 52 |
|
2017
Q4 | $1.59M | Sell |
13,960
-286
| -2% | -$32.6K | 0.19% | 63 |
|
2017
Q3 | $1.5M | Sell |
14,246
-959
| -6% | -$101K | 0.19% | 63 |
|
2017
Q2 | $1.43M | Buy |
+15,205
| New | +$1.43M | 0.2% | 58 |
|
2016
Q4 | – | Sell |
-13,906
| Closed | -$1.15M | – | 201 |
|
2016
Q3 | $1.15M | Sell |
13,906
-144
| -1% | -$11.9K | 0.19% | 69 |
|
2016
Q2 | $1.04M | Buy |
14,050
+2,888
| +26% | +$214K | 0.18% | 69 |
|
2016
Q1 | $854K | Sell |
11,162
-126
| -1% | -$9.64K | 0.16% | 79 |
|
2015
Q4 | $875K | Sell |
11,288
-152
| -1% | -$11.8K | 0.17% | 74 |
|
2015
Q3 | $797K | Buy |
11,440
+806
| +8% | +$56.2K | 0.17% | 69 |
|
2015
Q2 | $714K | Buy |
10,634
+4,398
| +71% | +$295K | 0.16% | 73 |
|
2015
Q1 | $408K | Sell |
6,236
-424
| -6% | -$27.7K | 0.09% | 111 |
|
2014
Q4 | $437K | Buy |
6,660
+244
| +4% | +$16K | 0.1% | 113 |
|
2014
Q3 | $342K | Sell |
6,416
-112
| -2% | -$5.97K | 0.08% | 135 |
|
2014
Q2 | $344K | Sell |
6,528
-16
| -0.2% | -$843 | 0.08% | 129 |
|
2014
Q1 | $353K | Sell |
6,544
-464
| -7% | -$25K | 0.08% | 120 |
|
2013
Q4 | $390K | Buy |
7,008
+2,620
| +60% | +$146K | 0.09% | 111 |
|
2013
Q3 | $210K | Buy |
+4,388
| New | +$210K | 0.06% | 156 |
|