SAM
Satovsky Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
3,851
+6
| +0.2% | +$2.13K | 0.29% | 19 |
|
|
2025
Q1 | $1.35M | Buy |
3,845
+6
| +0.2% | +$2.1K | 0.3% | 19 |
|
|
2024
Q4 | $1.21M | Sell |
3,839
-630
| -14% | -$199K | 0.28% | 19 |
|
|
2024
Q3 | $1.23M | Buy |
4,469
+67
| +2% | +$18.4K | 0.28% | 19 |
|
|
2024
Q2 | $1.16M | Sell |
4,402
-105
| -2% | -$27.6K | 0.28% | 18 |
|
|
2024
Q1 | $1.26M | Buy |
4,507
+8
| +0.2% | +$2.23K | 0.37% | 18 |
|
|
2023
Q4 | $1.17M | Sell |
4,499
-137
| -3% | -$35.7K | 0.36% | 19 |
|
|
2023
Q3 | $1.07M | Buy |
4,636
+8
| +0.2% | +$1.84K | 0.36% | 19 |
|
|
2023
Q2 | $1.1M | Buy |
4,628
+9
| +0.2% | +$2.14K | 0.37% | 19 |
|
|
2023
Q1 | $1.04M | Buy |
4,619
+9
| +0.2% | +$2.03K | 0.39% | 16 |
|
|
2022
Q4 | $958K | Buy |
4,610
+10
| +0.2% | +$2.08K | 0.4% | 16 |
|
|
2022
Q3 | $817K | Buy |
4,600
+9
| +0.2% | +$1.6K | 0.47% | 17 |
|
|
2022
Q2 | $904K | Sell |
4,591
-142
| -3% | -$28K | 0.53% | 16 |
|
|
2022
Q1 | $1.05M | Buy |
4,733
+58
| +1% | +$12.9K | 0.7% | 13 |
|
|
2021
Q4 | $1.01M | Buy |
4,675
+156
| +3% | +$33.8K | 0.68% | 11 |
|
|
2021
Q3 | $1.01M | Buy |
4,519
+7
| +0.2% | +$1.56K | 0.75% | 11 |
|
|
2021
Q2 | $1.06M | Buy |
+4,512
| New | +$1.06M | 0.81% | 11 |
|