BSW
Buckingham Strategic Wealth’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.26M | Sell |
23,866
-43
| -0.2% | -$11.3K | 0.06% | 131 |
|
|
2024
Q1 | $6.67M | Sell |
23,909
-3,126
| -12% | -$872K | 0.07% | 125 |
|
|
2023
Q4 | $7.04M | Sell |
27,035
-1,495
| -5% | -$389K | 0.08% | 113 |
|
|
2023
Q3 | $6.56M | Buy |
28,530
+109
| +0.4% | +$25.1K | 0.09% | 111 |
|
|
2023
Q2 | $6.75M | Buy |
28,421
+5,605
| +25% | +$1.33M | 0.1% | 108 |
|
|
2023
Q1 | $4.74M | Hold |
22,816
| – | – | 0.09% | 117 |
|
|
2022
Q4 | $4.74M | Sell |
22,816
-3,582
| -14% | -$744K | 0.09% | 117 |
|
|
2022
Q3 | $4.69M | Buy |
26,398
+5,181
| +24% | +$920K | 0.1% | 109 |
|
|
2022
Q2 | $4.18M | Sell |
21,217
-479
| -2% | -$94.3K | 0.08% | 120 |
|
|
2022
Q1 | $4.81M | Buy |
21,696
+280
| +1% | +$62.1K | 0.09% | 110 |
|
|
2021
Q4 | $4.64M | Buy |
21,416
+275
| +1% | +$59.6K | 0.09% | 111 |
|
|
2021
Q3 | $4.71M | Buy |
21,141
+474
| +2% | +$106K | 0.1% | 111 |
|
|
2021
Q2 | $4.83M | Sell |
20,667
-1,949
| -9% | -$456K | 0.12% | 102 |
|
|
2021
Q1 | $4.79M | Sell |
22,616
-477
| -2% | -$101K | 0.24% | 92 |
|
|
2020
Q4 | $5.05M | Buy |
23,093
+7,051
| +44% | +$1.54M | 0.27% | 86 |
|
|
2020
Q3 | $3.21M | Sell |
16,042
-988
| -6% | -$198K | 0.25% | 79 |
|
|
2020
Q2 | $3.29M | Sell |
17,030
-3,457
| -17% | -$668K | 0.31% | 68 |
|
|
2020
Q1 | $3.3M | Sell |
20,487
-3,497
| -15% | -$563K | 0.32% | 69 |
|
|
2019
Q4 | $4.51M | Buy |
23,984
+987
| +4% | +$185K | 0.43% | 55 |
|
|
2019
Q3 | $3.96M | Buy |
22,997
+2,436
| +12% | +$419K | 0.43% | 55 |
|
|
2019
Q2 | $3.57M | Sell |
20,561
-538
| -3% | -$93.4K | 0.39% | 57 |
|
|
2019
Q1 | $3.3M | Buy |
21,099
+3,684
| +21% | +$576K | 0.42% | 56 |
|
|
2018
Q4 | $2.3M | Sell |
17,415
-210
| -1% | -$27.7K | 0.35% | 60 |
|
|
2018
Q3 | $2.65M | Buy |
17,625
+3,200
| +22% | +$480K | 0.41% | 53 |
|
|
2018
Q2 | $1.91M | Buy |
14,425
+1,452
| +11% | +$192K | 0.31% | 73 |
|
|
2018
Q1 | $1.55M | Sell |
12,973
-1,475
| -10% | -$176K | 0.3% | 72 |
|
|
2017
Q4 | $1.65M | Buy |
14,448
+659
| +5% | +$75.1K | 0.34% | 67 |
|
|
2017
Q3 | $1.45M | Sell |
13,789
-563
| -4% | -$59.2K | 0.35% | 69 |
|
|
2017
Q2 | $1.35M | Buy |
14,352
+295
| +2% | +$27.7K | 0.32% | 73 |
|
|
2017
Q1 | $1.25M | Buy |
14,057
+5,755
| +69% | +$511K | 0.36% | 54 |
|
|
2016
Q4 | $648K | Sell |
8,302
-4
| -0% | -$312 | 0.21% | 98 |
|
|
2016
Q3 | $687K | Buy |
8,306
+242
| +3% | +$20K | 0.23% | 89 |
|
|
2016
Q2 | $598K | Sell |
8,064
-5,537
| -41% | -$411K | 0.2% | 104 |
|
|
2016
Q1 | $1.04M | Buy |
13,601
+6,089
| +81% | +$466K | 0.34% | 61 |
|
|
2015
Q4 | $583K | Sell |
7,512
-5,655
| -43% | -$439K | 0.2% | 95 |
|
|
2015
Q3 | $917K | Buy |
13,167
+466
| +4% | +$32.5K | 0.32% | 60 |
|
|
2015
Q2 | $853K | Buy |
12,701
+1,441
| +13% | +$96.8K | 0.28% | 69 |
|
|
2015
Q1 | $737K | Buy |
11,260
+8,803
| +358% | +$576K | 0.28% | 69 |
|
|
2014
Q4 | $644K | Buy |
2,457
+17
| +0.7% | +$4.46K | 0.25% | 73 |
|
|
2014
Q3 | $521K | Buy |
+2,440
| New | +$521K | 0.21% | 77 |
|
|
2014
Q1 | – | Sell |
-934
| Closed | -$208K | – | 163 |
|
|
2013
Q4 | $208K | Buy |
+934
| New | +$208K | 0.1% | 144 |
|