SWA
Sax Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
5,752
+3,254
| +130% | +$1.16M | 0.12% | 100 |
|
|
2025
Q1 | $876K | Buy |
2,498
+234
| +10% | +$82K | 0.06% | 159 |
|
|
2024
Q4 | $716K | Buy |
2,264
+192
| +9% | +$60.7K | 0.06% | 158 |
|
|
2024
Q3 | $570K | Buy |
2,072
+861
| +71% | +$237K | 0.05% | 140 |
|
|
2024
Q2 | $318K | Buy |
1,211
+423
| +54% | +$111K | 0.03% | 202 |
|
|
2024
Q1 | $220K | Buy |
+788
| New | +$220K | 0.03% | 175 |
|