SPWG
Sage Private Wealth Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $883K | Buy |
2,485
+54
| +2% | +$19.2K | 0.57% | 18 |
|
|
2025
Q1 | $852K | Buy |
2,431
+61
| +3% | +$21.4K | 0.65% | 17 |
|
|
2024
Q4 | $749K | Sell |
2,370
-21
| -0.9% | -$6.64K | 0.56% | 19 |
|
|
2024
Q3 | $657K | Buy |
2,391
+48
| +2% | +$13.2K | 0.52% | 21 |
|
|
2024
Q2 | $615K | Buy |
2,343
+66
| +3% | +$17.3K | 0.52% | 25 |
|
|
2024
Q1 | $636K | Buy |
2,277
+268
| +13% | +$74.8K | 0.51% | 22 |
|
|
2023
Q4 | $523K | Buy |
2,009
+377
| +23% | +$98.2K | 0.47% | 21 |
|
|
2023
Q3 | $375K | Buy |
1,632
+35
| +2% | +$8.05K | 0.52% | 26 |
|
|
2023
Q2 | $379K | Sell |
1,597
-54
| -3% | -$12.8K | 0.52% | 22 |
|
|
2023
Q1 | $372K | Sell |
1,651
-93
| -5% | -$21K | 0.43% | 22 |
|
|
2022
Q4 | $362K | Buy |
1,744
+1
| +0.1% | +$208 | 0.43% | 23 |
|
|
2022
Q3 | $310K | Sell |
1,743
-11
| -0.6% | -$1.96K | 0.41% | 26 |
|
|
2022
Q2 | $345K | Sell |
1,754
-111
| -6% | -$21.8K | 0.5% | 28 |
|
|
2022
Q1 | $414K | Buy |
1,865
+17
| +0.9% | +$3.77K | 0.4% | 24 |
|
|
2021
Q4 | $400K | Buy |
1,848
+71
| +4% | +$15.4K | 0.5% | 23 |
|
|
2021
Q3 | $396K | Sell |
1,777
-30
| -2% | -$6.69K | 0.55% | 22 |
|
|
2021
Q2 | $423K | Buy |
1,807
+1
| +0.1% | +$234 | 0.57% | 17 |
|
|
2021
Q1 | $382K | Sell |
1,806
-28
| -2% | -$5.92K | 0.66% | 19 |
|
|
2020
Q4 | $401K | Buy |
+1,834
| New | +$401K | 1.12% | 14 |
|