BMM
Buffington Mohr McNeal’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $12.9M | Sell |
36,732
-4,682
| -11% | -$1.64M | 2.54% | 14 |
|
|
2024
Q4 | $13.1M | Sell |
41,414
-84
| -0.2% | -$26.5K | 2.17% | 20 |
|
|
2024
Q3 | $11.4M | Buy |
41,498
+719
| +2% | +$198K | 1.88% | 20 |
|
|
2024
Q2 | $10.7M | Buy |
40,779
+1,112
| +3% | +$292K | 1.88% | 21 |
|
|
2024
Q1 | $11.1M | Buy |
39,667
+664
| +2% | +$185K | 2% | 19 |
|
|
2023
Q4 | $10.2M | Sell |
39,003
-633
| -2% | -$165K | 2.04% | 18 |
|
|
2023
Q3 | $9.12M | Sell |
39,636
-44
| -0.1% | -$10.1K | 2.07% | 17 |
|
|
2023
Q2 | $9.42M | Buy |
39,680
+1,532
| +4% | +$364K | 2.03% | 20 |
|
|
2023
Q1 | $8.6M | Buy |
38,148
+364
| +1% | +$82.1K | 1.97% | 18 |
|
|
2022
Q4 | $7.85M | Sell |
37,784
-227
| -0.6% | -$47.2K | 1.83% | 19 |
|
|
2022
Q3 | $6.75M | Sell |
38,011
-11
| -0% | -$1.95K | 1.63% | 20 |
|
|
2022
Q2 | $7.49M | Sell |
38,022
-4,673
| -11% | -$920K | 1.64% | 19 |
|
|
2022
Q1 | $9.47M | Buy |
42,695
+2,152
| +5% | +$477K | 1.79% | 18 |
|
|
2021
Q4 | $8.79M | Buy |
40,543
+2,096
| +5% | +$454K | 1.5% | 23 |
|
|
2021
Q3 | $8.56M | Buy |
38,447
+255
| +0.7% | +$56.8K | 1.64% | 22 |
|
|
2021
Q2 | $8.93M | Buy |
38,192
+406
| +1% | +$94.9K | 1.75% | 22 |
|
|
2021
Q1 | $8M | Buy |
37,786
+2,465
| +7% | +$522K | 1.72% | 22 |
|
|
2020
Q4 | $7.73M | Buy |
35,321
+1,867
| +6% | +$408K | 1.8% | 20 |
|
|
2020
Q3 | $6.69M | Buy |
33,454
+555
| +2% | +$111K | 1.76% | 19 |
|
|
2020
Q2 | $6.36M | Buy |
32,899
+1,255
| +4% | +$242K | 1.79% | 17 |
|
|
2020
Q1 | $5.1M | Buy |
31,644
+1,486
| +5% | +$239K | 1.7% | 21 |
|
|
2019
Q4 | $5.67M | Buy |
30,158
+7,242
| +32% | +$1.36M | 1.6% | 23 |
|
|
2019
Q3 | $3.94M | Buy |
22,916
+8,247
| +56% | +$1.42M | 1.21% | 28 |
|
|
2019
Q2 | $2.55M | Buy |
14,669
+794
| +6% | +$138K | 0.8% | 37 |
|
|
2019
Q1 | $2.17M | Buy |
13,875
+8,973
| +183% | +$1.4M | 0.7% | 41 |
|
|
2018
Q4 | $647K | Sell |
4,902
-372
| -7% | -$49.1K | 0.26% | 77 |
|
|
2018
Q3 | $792K | Buy |
5,274
+33
| +0.6% | +$4.96K | 0.27% | 67 |
|
|
2018
Q2 | $694K | Buy |
5,241
+306
| +6% | +$40.5K | 0.26% | 69 |
|
|
2018
Q1 | $590K | Buy |
4,935
+685
| +16% | +$81.9K | 0.23% | 76 |
|
|
2017
Q4 | $485K | Hold |
4,250
| – | – | 0.19% | 91 |
|
|
2017
Q3 | $466K | Buy |
4,250
+23
| +0.5% | +$2.52K | 0.18% | 92 |
|
|
2017
Q2 | $396K | Buy |
+4,227
| New | +$396K | 0.16% | 103 |
|