PMSA
Patrick M. Sweeney & Associates’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
7,048
+33
| +0.5% | +$11.8K | 1.74% | 12 |
|
|
2025
Q1 | $2.46M | Hold |
7,015
| – | – | 1.84% | 10 |
|
|
2024
Q4 | $2.22M | Hold |
7,015
| – | – | 1.66% | 13 |
|
|
2024
Q3 | $1.93M | Buy |
7,015
+113
| +2% | +$31.1K | 1.42% | 15 |
|
|
2024
Q2 | $1.8M | Buy |
6,902
+116
| +2% | +$30.3K | 1.46% | 15 |
|
|
2024
Q1 | $1.89M | Buy |
6,786
+58
| +0.9% | +$16.2K | 1.56% | 13 |
|
|
2023
Q4 | $1.75M | Buy |
+6,728
| New | +$1.75M | 1.6% | 11 |
|