BWA
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Burt Wealth Advisors’s Visa V Stock Holding History

Burt Wealth Advisors’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$640K Hold
1,803
– – 0.15% 61
2025
Q1 		$632K Hold
1,803
– – 0.16% 54
2024
Q4 		$570K Buy
1,803
+124
+7% +$39.2K 0.14% 58
2024
Q3 		$462K Hold
1,679
– – 0.11% 65
2024
Q2 		$441K Hold
1,679
– – 0.12% 65
2024
Q1 		$469K Hold
1,679
– – 0.12% 71
2023
Q4 		$437K Hold
1,679
– – 0.12% 63
2023
Q3 		$386K Hold
1,679
– – 0.12% 63
2023
Q2 		$399K Sell
1,679
-36
-2% -$8.55K 0.12% 66
2023
Q1 		$387K Buy
1,715
+28
+2% +$6.31K 0.12% 66
2022
Q4 		$350K Hold
1,687
– – 0.12% 71
2022
Q3 		$300K Hold
1,687
– – 0.12% 69
2022
Q2 		$332K Hold
1,687
– – 0.12% 66
2022
Q1 		$374K Hold
1,687
– – 0.11% 66
2021
Q4 		$366K Hold
1,687
– – 0.12% 62
2021
Q3 		$376K Hold
1,687
– – 0.12% 65
2021
Q2 		$394K Hold
1,687
– – 0.14% 57
2021
Q1 		$357K Hold
1,687
– – 0.13% 59
2020
Q4 		$369K Hold
1,687
– – 0.13% 58
2020
Q3 		$337K Hold
1,687
– – 0.13% 60
2020
Q2 		$326K Buy
1,687
+8
+0.5% +$1.55K 0.13% 56
2020
Q1 		$271K Sell
1,679
-25
-1% -$4.04K 0.12% 62
2019
Q4 		$320K Buy
1,704
+25
+1% +$4.7K 0.12% 61
2019
Q3 		$289K Hold
1,679
– – 0.12% 63
2019
Q2 		$291K Hold
1,679
– – 0.13% 61
2019
Q1 		$262K Hold
1,679
– – 0.12% 66
2018
Q4 		$222K Buy
1,679
+175
+12% +$23.1K 0.11% 74
2018
Q3 		$226K Hold
1,504
– – 0.1% 74
2018
Q2 		$199K Hold
1,504
– – 0.1% 75
2018
Q1 		$180K Hold
1,504
– – 0.09% 83
2017
Q4 		$171K Buy
1,504
+12
+0.8% +$1.36K 0.11% 86
2017
Q3 		$157K Buy
1,492
+712
+91% +$74.9K 0.1% 87
2017
Q2 		$73K Hold
780
– – 0.05% 150
2017
Q1 		$69K Hold
780
– – 0.05% 137
2016
Q4 		$61K Hold
780
– – 0.05% 152
2016
Q3 		$64K Hold
780
– – 0.07% 140
2016
Q2 		$57K Hold
780
– – 0.06% 144
2016
Q1 		$60K Buy
780
+552
+242% +$42.5K 0.05% 152
2015
Q4 		$17K Buy
228
+28
+14% +$2.09K 0.01% 227
2015
Q3 		$13K Hold
200
– – 0.02% 224
2015
Q2 		$13K Buy
+200
New +$13K 0.01% 245