BC
Burney Company’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Sell |
35,286
-1,351
| -4% | -$480K | 0.42% | 53 |
|
|
2025
Q1 | $12.8M | Buy |
36,637
+4,578
| +14% | +$1.6M | 0.47% | 58 |
|
|
2024
Q4 | $10.1M | Sell |
32,059
-618
| -2% | -$195K | 0.36% | 70 |
|
|
2024
Q3 | $8.98M | Sell |
32,677
-3,015
| -8% | -$829K | 0.32% | 79 |
|
|
2024
Q2 | $9.37M | Sell |
35,692
-13,326
| -27% | -$3.5M | 0.36% | 72 |
|
|
2024
Q1 | $13.7M | Sell |
49,018
-2,028
| -4% | -$566K | 0.52% | 42 |
|
|
2023
Q4 | $13.3M | Sell |
51,046
-1,323
| -3% | -$344K | 0.56% | 36 |
|
|
2023
Q3 | $12M | Buy |
52,369
+132
| +0.3% | +$30.4K | 0.56% | 39 |
|
|
2023
Q2 | $12.4M | Buy |
52,237
+1,430
| +3% | +$340K | 0.57% | 41 |
|
|
2023
Q1 | $11.5M | Sell |
50,807
-59
| -0.1% | -$13.3K | 0.56% | 44 |
|
|
2022
Q4 | $10.6M | Sell |
50,866
-3,404
| -6% | -$707K | 0.54% | 43 |
|
|
2022
Q3 | $9.64M | Sell |
54,270
-426
| -0.8% | -$75.7K | 0.53% | 51 |
|
|
2022
Q2 | $10.8M | Sell |
54,696
-2,391
| -4% | -$471K | 0.57% | 45 |
|
|
2022
Q1 | $12.7M | Sell |
57,087
-20,917
| -27% | -$4.64M | 0.58% | 41 |
|
|
2021
Q4 | $16.9M | Sell |
78,004
-609
| -0.8% | -$132K | 0.73% | 29 |
|
|
2021
Q3 | $17.5M | Sell |
78,613
-3,732
| -5% | -$831K | 0.82% | 19 |
|
|
2021
Q2 | $19.3M | Sell |
82,345
-2,590
| -3% | -$606K | 0.9% | 12 |
|
|
2021
Q1 | $18M | Buy |
84,935
+1,454
| +2% | +$308K | 0.89% | 12 |
|
|
2020
Q4 | $18.3M | Sell |
83,481
-5,698
| -6% | -$1.25M | 1% | 10 |
|
|
2020
Q3 | $17.8M | Sell |
89,179
-265
| -0.3% | -$53K | 1.1% | 7 |
|
|
2020
Q2 | $17.3M | Buy |
89,444
+746
| +0.8% | +$144K | 1.12% | 10 |
|
|
2020
Q1 | $14.3M | Sell |
88,698
-7,566
| -8% | -$1.22M | 1.1% | 14 |
|
|
2019
Q4 | $18.1M | Buy |
96,264
+5,161
| +6% | +$970K | 1% | 15 |
|
|
2019
Q3 | $15.7M | Sell |
91,103
-2,051
| -2% | -$353K | 0.94% | 18 |
|
|
2019
Q2 | $16.2M | Buy |
93,154
+2,589
| +3% | +$449K | 0.98% | 15 |
|
|
2019
Q1 | $14.1M | Buy |
90,565
+1,772
| +2% | +$277K | 0.88% | 22 |
|
|
2018
Q4 | $11.7M | Buy |
88,793
+855
| +1% | +$112K | 0.82% | 27 |
|
|
2018
Q3 | $13.2M | Sell |
87,938
-5,818
| -6% | -$873K | 0.79% | 28 |
|
|
2018
Q2 | $12.4M | Buy |
93,756
+13,227
| +16% | +$1.75M | 0.73% | 32 |
|
|
2018
Q1 | $9.63M | Buy |
80,529
+904
| +1% | +$108K | 0.6% | 50 |
|
|
2017
Q4 | $9.08M | Buy |
79,625
+10,533
| +15% | +$1.2M | 0.51% | 64 |
|
|
2017
Q3 | $7.23M | Buy |
69,092
+9,024
| +15% | +$944K | 0.47% | 71 |
|
|
2017
Q2 | $5.67M | Buy |
60,068
+10,193
| +20% | +$962K | 0.37% | 89 |
|
|
2017
Q1 | $4.43M | Buy |
49,875
+772
| +2% | +$68.6K | 0.29% | 104 |
|
|
2016
Q4 | $3.83M | Buy |
49,103
+7,084
| +17% | +$553K | 0.26% | 112 |
|
|
2016
Q3 | $3.49M | Buy |
42,019
+2,309
| +6% | +$192K | 0.25% | 118 |
|
|
2016
Q2 | $2.95M | Buy |
39,710
+655
| +2% | +$48.6K | 0.21% | 123 |
|
|
2016
Q1 | $2.99M | Buy |
39,055
+2,666
| +7% | +$204K | 0.22% | 120 |
|
|
2015
Q4 | $2.86M | Buy |
36,389
+1,922
| +6% | +$151K | 0.21% | 124 |
|
|
2015
Q3 | $2.4M | Buy |
34,467
+258
| +0.8% | +$18K | 0.18% | 135 |
|
|
2015
Q2 | $2.3M | Buy |
34,209
+3,421
| +11% | +$230K | 0.16% | 143 |
|
|
2015
Q1 | $2.01M | Buy |
30,788
+22,834
| +287% | +$1.49M | 0.14% | 152 |
|
|
2014
Q4 | $2.09M | Sell |
7,954
-4
| -0.1% | -$1.05K | 0.17% | 143 |
|
|
2014
Q3 | $1.7M | Sell |
7,958
-145
| -2% | -$30.9K | 0.15% | 158 |
|
|
2014
Q2 | $1.71M | Sell |
8,103
-2,964
| -27% | -$624K | 0.15% | 155 |
|
|
2014
Q1 | $2.39M | Sell |
11,067
-33
| -0.3% | -$7.12K | 0.22% | 126 |
|
|
2013
Q4 | $2.47M | Buy |
11,100
+814
| +8% | +$181K | 0.24% | 117 |
|
|
2013
Q3 | $1.97M | Buy |
10,286
+2,024
| +24% | +$387K | 0.22% | 120 |
|
|
2013
Q2 | $1.51M | Buy |
+8,262
| New | +$1.51M | 0.19% | 137 |
|