SMA
Sage Mountain Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.2M | Buy |
14,649
+933
| +7% | +$331K | 0.34% | 42 |
|
|
2025
Q1 | $4.81M | Buy |
13,716
+338
| +3% | +$118K | 0.35% | 39 |
|
|
2024
Q4 | $4.23M | Buy |
13,378
+339
| +3% | +$107K | 0.31% | 43 |
|
|
2024
Q3 | $3.59M | Buy |
13,039
+543
| +4% | +$149K | 0.31% | 42 |
|
|
2024
Q2 | $3.28M | Buy |
12,496
+1,052
| +9% | +$276K | 0.3% | 43 |
|
|
2024
Q1 | $3.19M | Buy |
11,444
+722
| +7% | +$201K | 0.33% | 41 |
|
|
2023
Q4 | $2.79M | Buy |
10,722
+788
| +8% | +$205K | 0.32% | 45 |
|
|
2023
Q3 | $2.28M | Buy |
9,934
+660
| +7% | +$152K | 0.31% | 43 |
|
|
2023
Q2 | $2.2M | Buy |
9,274
+5
| +0.1% | +$1.19K | 0.31% | 45 |
|
|
2023
Q1 | $2.09M | Buy |
9,269
+2,868
| +45% | +$647K | 0.34% | 40 |
|
|
2022
Q4 | $1.33M | Sell |
6,401
-116
| -2% | -$24.1K | 0.3% | 34 |
|
|
2022
Q3 | $1.16M | Sell |
6,517
-699
| -10% | -$124K | 0.31% | 31 |
|
|
2022
Q2 | $1.42M | Buy |
7,216
+333
| +5% | +$65.6K | 0.25% | 57 |
|
|
2022
Q1 | $1.53M | Sell |
6,883
-27
| -0.4% | -$5.99K | 0.24% | 57 |
|
|
2021
Q4 | $1.5M | Buy |
6,910
+338
| +5% | +$73.3K | 0.18% | 86 |
|
|
2021
Q3 | $1.46M | Buy |
6,572
+279
| +4% | +$62.2K | 0.21% | 81 |
|
|
2021
Q2 | $1.47M | Buy |
6,293
+747
| +13% | +$175K | 0.24% | 69 |
|
|
2021
Q1 | $1.17M | Buy |
5,546
+427
| +8% | +$90.4K | 0.25% | 60 |
|
|
2020
Q4 | $1.12M | Buy |
+5,119
| New | +$1.12M | 0.37% | 39 |
|