SIA
Schechter Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.82M | Sell |
19,466
-3,478
| -15% | -$1.22M | 0.56% | 32 |
|
|
2024
Q4 | $7.25M | Sell |
22,944
-1,180
| -5% | -$373K | 0.56% | 31 |
|
|
2024
Q3 | $6.63M | Buy |
24,124
+409
| +2% | +$112K | 0.49% | 40 |
|
|
2024
Q2 | $6.22M | Sell |
23,715
-942
| -4% | -$247K | 0.47% | 43 |
|
|
2024
Q1 | $6.88M | Buy |
24,657
+474
| +2% | +$132K | 0.51% | 35 |
|
|
2023
Q4 | $6.3M | Sell |
24,183
-923
| -4% | -$240K | 0.55% | 36 |
|
|
2023
Q3 | $5.77M | Buy |
25,106
+1,240
| +5% | +$285K | 0.56% | 32 |
|
|
2023
Q2 | $5.67M | Sell |
23,866
-998
| -4% | -$237K | 0.51% | 34 |
|
|
2023
Q1 | $5.61M | Buy |
24,864
+212
| +0.9% | +$47.8K | 0.52% | 34 |
|
|
2022
Q4 | $5.12M | Buy |
24,652
+2,781
| +13% | +$578K | 0.47% | 30 |
|
|
2022
Q3 | $3.89M | Sell |
21,871
-6,658
| -23% | -$1.18M | 0.38% | 35 |
|
|
2022
Q2 | $5.62M | Buy |
28,529
+633
| +2% | +$125K | 0.55% | 24 |
|
|
2022
Q1 | $6.19M | Buy |
27,896
+702
| +3% | +$156K | 0.58% | 22 |
|
|
2021
Q4 | $5.89M | Buy |
+27,194
| New | +$5.89M | 0.53% | 24 |
|