JJBC
James J. Burns & Company’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Buy |
1,999
+18
| +0.9% | +$6.39K | 0.12% | 76 |
|
|
2025
Q1 | $694K | Buy |
1,981
+49
| +3% | +$17.2K | 0.12% | 75 |
|
|
2024
Q4 | $611K | Buy |
1,932
+1
| +0.1% | +$316 | 0.11% | 79 |
|
|
2024
Q3 | $530K | Buy |
1,931
+111
| +6% | +$30.5K | 0.1% | 76 |
|
|
2024
Q2 | $477K | Buy |
+1,820
| New | +$477K | 0.09% | 75 |
|
|
2024
Q1 | – | Sell |
-1,759
| Closed | -$458K | – | 117 |
|
|
2023
Q4 | $458K | Buy |
1,759
+808
| +85% | +$210K | 0.11% | 74 |
|
|
2023
Q3 | $219K | Buy |
951
+2
| +0.2% | +$461 | 0.06% | 98 |
|
|
2023
Q2 | $226K | Sell |
949
-6
| -0.6% | -$1.43K | 0.06% | 103 |
|
|
2023
Q1 | $216K | Buy |
+955
| New | +$216K | 0.06% | 107 |
|