MSWM
McGlone Suttner Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Sell |
1,294
-36
| -3% | -$12.8K | 0.07% | 123 |
|
|
2025
Q1 | $466K | Buy |
1,330
+437
| +49% | +$153K | 0.08% | 120 |
|
|
2024
Q4 | $282K | Buy |
+893
| New | +$282K | 0.05% | 142 |
|
|
2024
Q3 | – | Sell |
-818
| Closed | -$213K | – | 183 |
|
|
2024
Q2 | $213K | Sell |
818
-105
| -11% | -$27.3K | 0.04% | 152 |
|
|
2024
Q1 | $258K | Buy |
923
+105
| +13% | +$29.3K | 0.05% | 146 |
|
|
2023
Q4 | $213K | Buy |
+818
| New | +$213K | 0.04% | 152 |
|
|
2023
Q3 | – | Sell |
-871
| Closed | -$207K | – | 155 |
|
|
2023
Q2 | $207K | Buy |
+871
| New | +$207K | 0.05% | 143 |
|