Brown Financial Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Sell |
7,130
-151
| -2% | -$53.6K | 0.99% | 32 |
|
|
2025
Q1 | $2.55M | Sell |
7,281
-28
| -0.4% | -$9.81K | 1.05% | 30 |
|
|
2024
Q4 | $2.31M | Buy |
7,309
+1,632
| +29% | +$516K | 0.93% | 32 |
|
|
2024
Q3 | $1.56M | Buy |
5,677
+554
| +11% | +$152K | 0.64% | 53 |
|
|
2024
Q2 | $1.34M | Buy |
+5,123
| New | +$1.34M | 0.6% | 59 |
|