SAG
SageView Advisory Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.13M | Sell |
20,056
-679
| -3% | -$241K | 0.27% | 43 |
|
|
2025
Q1 | $7.27M | Buy |
20,735
+161
| +0.8% | +$56.4K | 0.31% | 39 |
|
|
2024
Q4 | $6.5M | Buy |
20,574
+2,720
| +15% | +$860K | 0.28% | 46 |
|
|
2024
Q3 | $4.91M | Sell |
17,854
-5,276
| -23% | -$1.45M | 0.25% | 49 |
|
|
2024
Q2 | $6.07M | Buy |
+23,130
| New | +$6.07M | 0.28% | 46 |
|
|
2024
Q1 | – | Sell |
-25,137
| Closed | -$6.97M | – | 860 |
|
|
2023
Q4 | $6.97M | Buy |
25,137
+7,236
| +40% | +$2.01M | 0.3% | 49 |
|
|
2023
Q3 | $4.12M | Buy |
17,901
+1,209
| +7% | +$278K | 0.24% | 64 |
|
|
2023
Q2 | $3.96M | Sell |
16,692
-53
| -0.3% | -$12.6K | 0.22% | 64 |
|
|
2023
Q1 | $3.78M | Buy |
16,745
+8,087
| +93% | +$1.82M | 0.24% | 66 |
|
|
2022
Q4 | $1.8M | Buy |
+8,658
| New | +$1.8M | 0.15% | 104 |
|