SBL
Sargent Bickham Lagudis’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $10M | Sell |
48,317
-884
| -2% | -$184K | 0.82% | 26 |
|
|
2022
Q3 | $8.74M | Sell |
49,201
-669
| -1% | -$119K | 0.78% | 29 |
|
|
2022
Q2 | $9.82M | Buy |
49,870
+3,047
| +7% | +$600K | 0.85% | 27 |
|
|
2022
Q1 | $10.4M | Sell |
46,823
-778
| -2% | -$173K | 0.81% | 29 |
|
|
2021
Q4 | $10.3M | Sell |
47,601
-2,805
| -6% | -$608K | 0.78% | 29 |
|
|
2021
Q3 | $11.2M | Sell |
50,406
-1,461
| -3% | -$325K | 0.91% | 23 |
|
|
2021
Q2 | $12.1M | Buy |
51,867
+147
| +0.3% | +$34.4K | 0.99% | 22 |
|
|
2021
Q1 | $11M | Buy |
51,720
+422
| +0.8% | +$89.4K | 0.96% | 22 |
|
|
2020
Q4 | $11.2M | Buy |
51,298
+1,166
| +2% | +$255K | 1.04% | 18 |
|
|
2020
Q3 | $10M | Sell |
50,132
-808
| -2% | -$162K | 1.01% | 17 |
|
|
2020
Q2 | $9.84M | Buy |
50,940
+458
| +0.9% | +$88.5K | 1.06% | 19 |
|
|
2020
Q1 | $8.13M | Buy |
50,482
+4,951
| +11% | +$798K | 1.05% | 19 |
|
|
2019
Q4 | $8.56M | Sell |
45,531
-389
| -0.8% | -$73.1K | 0.95% | 20 |
|
|
2019
Q3 | $7.9M | Sell |
45,920
-2,156
| -4% | -$371K | 0.95% | 19 |
|
|
2019
Q2 | $8.34M | Sell |
48,076
-1,132
| -2% | -$196K | 0.99% | 21 |
|
|
2019
Q1 | $7.69M | Sell |
49,208
-924
| -2% | -$144K | 0.89% | 26 |
|
|
2018
Q4 | $6.61M | Buy |
50,132
+139
| +0.3% | +$18.3K | 0.86% | 27 |
|
|
2018
Q3 | $7.5M | Sell |
49,993
-979
| -2% | -$147K | 0.89% | 24 |
|
|
2018
Q2 | $6.75M | Sell |
50,972
-1,773
| -3% | -$235K | 0.84% | 28 |
|
|
2018
Q1 | $6.31M | Sell |
52,745
-1,646
| -3% | -$197K | 0.79% | 29 |
|
|
2017
Q4 | $6.2M | Buy |
54,391
+689
| +1% | +$78.6K | 0.74% | 28 |
|
|
2017
Q3 | $5.65M | Sell |
53,702
-2,701
| -5% | -$284K | 0.7% | 33 |
|
|
2017
Q2 | $5.29M | Sell |
56,403
-2,707
| -5% | -$254K | 0.67% | 34 |
|
|
2017
Q1 | $5.25M | Sell |
59,110
-3,873
| -6% | -$344K | 0.68% | 33 |
|
|
2016
Q4 | $4.91M | Buy |
62,983
+61,753
| +5,021% | +$4.82M | 0.76% | 30 |
|
|
2016
Q3 | $5.65K | Sell |
1,230
-65,392
| -98% | -$300K | 0.85% | 25 |
|
|
2016
Q2 | $4.94M | Sell |
66,622
-1,409
| -2% | -$104K | 0.77% | 32 |
|
|
2016
Q1 | $5.2M | Buy |
+68,031
| New | +$5.2M | 0.84% | 23 |
|