BMA
Brooks Moore & Associates’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Hold |
1,023
| – | – | 0.19% | 86 |
|
|
2025
Q1 | $359K | Hold |
1,023
| – | – | 0.2% | 82 |
|
|
2024
Q4 | $323K | Hold |
1,023
| – | – | 0.19% | 79 |
|
|
2024
Q3 | $281K | Hold |
1,023
| – | – | 0.17% | 84 |
|
|
2024
Q2 | $269K | Hold |
1,023
| – | – | 0.17% | 80 |
|
|
2024
Q1 | $285K | Hold |
1,023
| – | – | 0.18% | 80 |
|
|
2023
Q4 | $266K | Hold |
1,023
| – | – | 0.18% | 78 |
|
|
2023
Q3 | $235K | Hold |
1,023
| – | – | 0.18% | 78 |
|
|
2023
Q2 | $243K | Hold |
1,023
| – | – | 0.17% | 78 |
|
|
2023
Q1 | $231K | Buy |
1,023
+60
| +6% | +$13.5K | 0.17% | 78 |
|
|
2022
Q4 | $200K | Buy |
+963
| New | +$200K | 0.15% | 86 |
|
|
2022
Q2 | – | Sell |
-963
| Closed | -$214K | – | 95 |
|
|
2022
Q1 | $214K | Sell |
963
-50
| -5% | -$11.1K | 0.13% | 94 |
|
|
2021
Q4 | $220K | Hold |
1,013
| – | – | 0.13% | 94 |
|
|
2021
Q3 | $226K | Hold |
1,013
| – | – | 0.15% | 94 |
|
|
2021
Q2 | $237K | Hold |
1,013
| – | – | 0.15% | 94 |
|
|
2021
Q1 | $214K | Buy |
1,013
+50
| +5% | +$10.6K | 0.15% | 93 |
|
|
2020
Q4 | $211K | Sell |
963
-86
| -8% | -$18.8K | 0.16% | 90 |
|
|
2020
Q3 | $210K | Hold |
1,049
| – | – | 0.18% | 82 |
|
|
2020
Q2 | $203K | Buy |
+1,049
| New | +$203K | 0.19% | 81 |
|
|
2020
Q1 | – | Sell |
-1,129
| Closed | -$212K | – | 95 |
|
|
2019
Q4 | $212K | Buy |
+1,129
| New | +$212K | 0.17% | 94 |
|