SHFA
SC&H Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
6,285
+44
| +0.7% | +$15.6K | 0.38% | 35 |
|
|
2025
Q1 | $2.19M | Hold |
6,241
| – | – | 0.43% | 33 |
|
|
2024
Q4 | $1.97M | Hold |
6,241
| – | – | 0.41% | 35 |
|
|
2024
Q3 | $1.72M | Sell |
6,241
-156
| -2% | -$42.9K | 0.37% | 37 |
|
|
2024
Q2 | $1.68M | Sell |
6,397
-74
| -1% | -$19.4K | 0.41% | 36 |
|
|
2024
Q1 | $1.81M | Sell |
6,471
-192
| -3% | -$53.6K | 0.47% | 34 |
|
|
2023
Q4 | $1.73M | Sell |
6,663
-31
| -0.5% | -$8.07K | 0.5% | 34 |
|
|
2023
Q3 | $1.54M | Hold |
6,694
| – | – | 0.51% | 33 |
|
|
2023
Q2 | $1.59M | Buy |
6,694
+421
| +7% | +$100K | 0.53% | 32 |
|
|
2023
Q1 | $1.41M | Buy |
6,273
+606
| +11% | +$137K | 0.52% | 35 |
|
|
2022
Q4 | $1.18M | Sell |
5,667
-445
| -7% | -$92.5K | 0.49% | 43 |
|
|
2022
Q3 | $1.09M | Sell |
6,112
-768
| -11% | -$136K | 0.54% | 42 |
|
|
2022
Q2 | $1.36M | Buy |
6,880
+559
| +9% | +$110K | 0.63% | 34 |
|
|
2022
Q1 | $1.4M | Sell |
6,321
-67
| -1% | -$14.9K | 0.67% | 32 |
|
|
2021
Q4 | $1.38M | Buy |
+6,388
| New | +$1.38M | 0.76% | 28 |
|