BAM
Bruderman Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.68M | Buy |
8,531
+259
| +3% | +$51K | 3.01% | 8 |
|
|
2022
Q1 | $1.84M | Sell |
8,272
-4,337
| -34% | -$963K | 2.77% | 11 |
|
|
2021
Q4 | $2.74M | Sell |
12,609
-29,749
| -70% | -$6.46M | 2.1% | 16 |
|
|
2021
Q3 | $9.44M | Buy |
42,358
+1,476
| +4% | +$329K | 2.37% | 13 |
|
|
2021
Q2 | $9.56M | Buy |
40,882
+632
| +2% | +$148K | 2.96% | 12 |
|
|
2021
Q1 | $8.52M | Buy |
40,250
+1,875
| +5% | +$397K | 2.37% | 13 |
|
|
2020
Q4 | $8.39M | Buy |
38,375
+2,412
| +7% | +$528K | 2.44% | 11 |
|
|
2020
Q3 | $7.19M | Sell |
35,963
-677
| -2% | -$135K | 2.36% | 13 |
|
|
2020
Q2 | $7.1M | Buy |
36,640
+2,031
| +6% | +$394K | 2.35% | 9 |
|
|
2020
Q1 | $5.3M | Buy |
34,609
+3,742
| +12% | +$573K | 2.1% | 13 |
|
|
2019
Q4 | $5.9M | Sell |
30,867
-2,352
| -7% | -$449K | 1.84% | 16 |
|
|
2019
Q3 | $5.95M | Sell |
33,219
-3,427
| -9% | -$613K | 1.5% | 21 |
|
|
2019
Q2 | $6.36M | Sell |
36,646
-1,821
| -5% | -$316K | 1.5% | 24 |
|
|
2019
Q1 | $6.01M | Sell |
38,467
-534
| -1% | -$83.4K | 1.32% | 28 |
|
|
2018
Q4 | $5.15M | Buy |
39,001
+1,543
| +4% | +$204K | 1.33% | 28 |
|
|
2018
Q3 | $5.62M | Buy |
37,458
+3,031
| +9% | +$455K | 1.29% | 28 |
|
|
2018
Q2 | $4.56M | Buy |
34,427
+23,256
| +208% | +$3.08M | 1.11% | 35 |
|
|
2018
Q1 | $1.34M | Buy |
11,171
+2,333
| +26% | +$279K | 0.32% | 60 |
|
|
2017
Q4 | $1.01M | Sell |
8,838
-4,230
| -32% | -$482K | 0.26% | 66 |
|
|
2017
Q3 | $1.38M | Buy |
13,068
+70
| +0.5% | +$7.37K | 0.36% | 58 |
|
|
2017
Q2 | $1.22M | Buy |
12,998
+308
| +2% | +$28.9K | 0.33% | 60 |
|
|
2017
Q1 | $1.13M | Sell |
12,690
-3,806
| -23% | -$338K | 0.33% | 57 |
|
|
2016
Q4 | $1.29M | Sell |
16,496
-923
| -5% | -$72K | 0.39% | 57 |
|
|
2016
Q3 | $1.44M | Buy |
17,419
+5,011
| +40% | +$415K | 0.43% | 53 |
|
|
2016
Q2 | $920K | Sell |
12,408
-6,281
| -34% | -$466K | 0.29% | 68 |
|
|
2016
Q1 | $1.43M | Sell |
18,689
-3,565
| -16% | -$273K | 0.5% | 46 |
|
|
2015
Q4 | $1.73M | Buy |
22,254
+538
| +2% | +$41.7K | 0.65% | 42 |
|
|
2015
Q3 | $1.51M | Buy |
21,716
+283
| +1% | +$19.7K | 0.6% | 43 |
|
|
2015
Q2 | $1.44M | Buy |
21,433
+3,941
| +23% | +$265K | 0.55% | 45 |
|
|
2015
Q1 | $1.14M | Buy |
+17,492
| New | +$1.14M | 0.45% | 51 |
|