SEEDPG
S.E.E.D. Planning Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.85M | Sell |
13,657
-935
| -6% | -$332K | 1.52% | 24 |
|
|
2025
Q1 | $5.11M | Sell |
14,592
-2,097
| -13% | -$735K | 1.72% | 26 |
|
|
2024
Q4 | $5.27M | Sell |
16,689
-805
| -5% | -$254K | 1.76% | 24 |
|
|
2024
Q3 | $4.81M | Buy |
17,494
+399
| +2% | +$110K | 1.59% | 25 |
|
|
2024
Q2 | $4.49M | Buy |
17,095
+27
| +0.2% | +$7.09K | 1.63% | 25 |
|
|
2024
Q1 | $4.76M | Sell |
17,068
-70
| -0.4% | -$19.5K | 1.74% | 24 |
|
|
2023
Q4 | $4.46M | Buy |
17,138
+277
| +2% | +$72.1K | 1.8% | 23 |
|
|
2023
Q3 | $3.88M | Sell |
16,861
-1,308
| -7% | -$301K | 1.5% | 26 |
|
|
2023
Q2 | $4.31M | Buy |
18,169
+225
| +1% | +$53.4K | 1.51% | 30 |
|
|
2023
Q1 | $4.05M | Sell |
17,944
-1,102
| -6% | -$248K | 1.56% | 30 |
|
|
2022
Q4 | $3.96M | Sell |
19,046
-1
| -0% | -$208 | 1.71% | 28 |
|
|
2022
Q3 | $3.38M | Buy |
19,047
+280
| +1% | +$49.7K | 1.58% | 29 |
|
|
2022
Q2 | $3.7M | Buy |
18,767
+972
| +5% | +$191K | 1.67% | 25 |
|
|
2022
Q1 | $3.95M | Buy |
17,795
+2,298
| +15% | +$510K | 1.68% | 27 |
|
|
2021
Q4 | $3.36M | Buy |
15,497
+670
| +5% | +$145K | 1.46% | 28 |
|
|
2021
Q3 | $3.3M | Buy |
14,827
+9,551
| +181% | +$2.13M | 1.56% | 25 |
|
|
2021
Q2 | $1.23M | Buy |
5,276
+148
| +3% | +$34.6K | 0.61% | 40 |
|
|
2021
Q1 | $1.09M | Sell |
5,128
-91
| -2% | -$19.3K | 0.6% | 40 |
|
|
2020
Q4 | $1.14M | Buy |
5,219
+238
| +5% | +$52.1K | 0.69% | 38 |
|
|
2020
Q3 | $996K | Sell |
4,981
-339
| -6% | -$67.8K | 0.73% | 36 |
|
|
2020
Q2 | $1.03M | Sell |
5,320
-62
| -1% | -$12K | 0.8% | 35 |
|
|
2020
Q1 | $867K | Sell |
5,382
-513
| -9% | -$82.6K | 0.84% | 34 |
|
|
2019
Q4 | $1.11M | Buy |
+5,895
| New | +$1.11M | 0.96% | 34 |
|