Safeguard Investment Advisory Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
3,019
-539
| -15% | -$191K | 0.27% | 41 |
|
|
2025
Q1 | $1.25M | Buy |
3,558
+349
| +11% | +$122K | 0.34% | 34 |
|
|
2024
Q4 | $1.01M | Buy |
3,209
+67
| +2% | +$21.2K | 0.28% | 38 |
|
|
2024
Q3 | $864K | Buy |
3,142
+359
| +13% | +$98.7K | 0.25% | 40 |
|
|
2024
Q2 | $730K | Sell |
2,783
-311
| -10% | -$81.6K | 0.23% | 43 |
|
|
2024
Q1 | $863K | Sell |
3,094
-100
| -3% | -$27.9K | 0.29% | 38 |
|
|
2023
Q4 | $832K | Buy |
3,194
+198
| +7% | +$51.6K | 0.31% | 38 |
|
|
2023
Q3 | $689K | Sell |
2,996
-117
| -4% | -$26.9K | 0.3% | 39 |
|
|
2023
Q2 | $739K | Buy |
3,113
+202
| +7% | +$48K | 0.31% | 39 |
|
|
2023
Q1 | $656K | Sell |
2,911
-76
| -3% | -$17.1K | 0.32% | 39 |
|
|
2022
Q4 | $621K | Buy |
2,987
+29
| +1% | +$6.03K | 0.38% | 42 |
|
|
2022
Q3 | $525K | Buy |
2,958
+295
| +11% | +$52.4K | 0.36% | 43 |
|
|
2022
Q2 | $590K | Hold |
2,663
| – | – | 0.36% | 45 |
|
|
2022
Q1 | $590K | Buy |
2,663
+381
| +17% | +$84.4K | 0.4% | 39 |
|
|
2021
Q4 | $494K | Sell |
2,282
-20
| -0.9% | -$4.33K | 0.29% | 50 |
|
|
2021
Q3 | $512K | Buy |
2,302
+216
| +10% | +$48K | 0.33% | 46 |
|
|
2021
Q2 | $487K | Buy |
2,086
+66
| +3% | +$15.4K | 0.35% | 49 |
|
|
2021
Q1 | $427K | Sell |
2,020
-119
| -6% | -$25.2K | 0.38% | 48 |
|
|
2020
Q4 | $468K | Buy |
+2,139
| New | +$468K | 0.41% | 43 |
|