Brogan Financial’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $492K | Buy |
1,385
+393
| +40% | +$140K | 0.22% | 30 |
|
2025
Q1 | $348K | Buy |
992
+18
| +2% | +$6.31K | 0.17% | 42 |
|
2024
Q4 | $308K | Buy |
974
+90
| +10% | +$28.5K | 0.15% | 41 |
|
2024
Q3 | $243K | Buy |
884
+30
| +4% | +$8.25K | 0.14% | 45 |
|
2024
Q2 | $224K | Buy |
854
+31
| +4% | +$8.14K | 0.14% | 43 |
|
2024
Q1 | $230K | Buy |
+823
| New | +$230K | 0.15% | 39 |
|