Burt Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Hold |
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|
2025
Q1 | $632K | Hold |
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|
2024
Q4 | $570K | Buy |
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|
2024
Q3 | $462K | Hold |
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|
2024
Q2 | $441K | Hold |
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|
2024
Q1 | $469K | Hold |
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|
2023
Q4 | $437K | Hold |
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|
2023
Q3 | $386K | Hold |
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|
2023
Q2 | $399K | Sell |
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|
2023
Q1 | $387K | Buy |
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|
2022
Q4 | $350K | Hold |
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|
2022
Q3 | $300K | Hold |
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|
2022
Q2 | $332K | Hold |
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|
2022
Q1 | $374K | Hold |
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|
2021
Q4 | $366K | Hold |
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|
2021
Q3 | $376K | Hold |
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|
2021
Q2 | $394K | Hold |
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|
2021
Q1 | $357K | Hold |
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|
2020
Q4 | $369K | Hold |
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|
2020
Q3 | $337K | Hold |
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|
2020
Q2 | $326K | Buy |
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|
2020
Q1 | $271K | Sell |
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|
2019
Q4 | $320K | Buy |
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|
2019
Q3 | $289K | Hold |
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|
2019
Q2 | $291K | Hold |
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|
2019
Q1 | $262K | Hold |
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|
2018
Q4 | $222K | Buy |
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|
2018
Q3 | $226K | Hold |
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|
2018
Q2 | $199K | Hold |
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|
2018
Q1 | $180K | Hold |
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|
2017
Q4 | $171K | Buy |
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|
2017
Q3 | $157K | Buy |
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|
2017
Q2 | $73K | Hold |
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|
2017
Q1 | $69K | Hold |
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|
2016
Q4 | $61K | Hold |
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|
2016
Q3 | $64K | Hold |
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|
2016
Q2 | $57K | Hold |
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|
2016
Q1 | $60K | Buy |
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|
2015
Q4 | $17K | Buy |
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|
2015
Q3 | $13K | Hold |
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|
2015
Q2 | $13K | Buy |
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