Schwarz Dygos Wheeler Investment Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Sell |
7,606
-302
| -4% | -$107K | 0.62% | 38 |
|
|
2025
Q1 | $2.77M | Buy |
7,908
+74
| +0.9% | +$25.9K | 0.66% | 35 |
|
|
2024
Q4 | $2.48M | Buy |
7,834
+163
| +2% | +$51.5K | 0.61% | 38 |
|
|
2024
Q3 | $2.11M | Buy |
7,671
+20
| +0.3% | +$5.5K | 0.53% | 45 |
|
|
2024
Q2 | $2.01M | Buy |
7,651
+8
| +0.1% | +$2.1K | 0.54% | 39 |
|
|
2024
Q1 | $2.13M | Sell |
7,643
-148
| -2% | -$41.3K | 0.6% | 42 |
|
|
2023
Q4 | $2.03M | Sell |
7,791
-168
| -2% | -$43.7K | 0.62% | 38 |
|
|
2023
Q3 | $1.83M | Buy |
7,959
+39
| +0.5% | +$8.97K | 0.62% | 39 |
|
|
2023
Q2 | $1.88M | Buy |
7,920
+392
| +5% | +$93.1K | 0.62% | 37 |
|
|
2023
Q1 | $1.7M | Buy |
7,528
+435
| +6% | +$98.1K | 0.61% | 39 |
|
|
2022
Q4 | $1.47M | Hold |
7,093
| – | – | 0.58% | 41 |
|
|
2022
Q3 | $1.26M | Hold |
7,093
| – | – | 0.56% | 41 |
|
|
2022
Q2 | $1.4M | Buy |
7,093
+2
| +0% | +$394 | 0.56% | 45 |
|
|
2022
Q1 | $1.57M | Buy |
7,091
+135
| +2% | +$29.9K | 0.53% | 43 |
|
|
2021
Q4 | $1.51M | Buy |
6,956
+117
| +2% | +$25.3K | 0.51% | 44 |
|
|
2021
Q3 | $1.52M | Sell |
6,839
-152
| -2% | -$33.8K | 0.56% | 44 |
|
|
2021
Q2 | $1.64M | Buy |
6,991
+77
| +1% | +$18K | 0.59% | 45 |
|
|
2021
Q1 | $1.46M | Buy |
6,914
+170
| +3% | +$36K | 0.6% | 39 |
|
|
2020
Q4 | $1.48M | Sell |
6,744
-601
| -8% | -$131K | 0.71% | 35 |
|
|
2020
Q3 | $1.47M | Buy |
7,345
+203
| +3% | +$40.6K | 0.83% | 30 |
|
|
2020
Q2 | $1.35M | Buy |
7,142
+789
| +12% | +$149K | 0.88% | 29 |
|
|
2020
Q1 | $1.02M | Buy |
6,353
+422
| +7% | +$68K | 0.87% | 30 |
|
|
2019
Q4 | $1.11M | Buy |
5,931
+86
| +1% | +$16.2K | 0.76% | 36 |
|
|
2019
Q3 | $1.01M | Buy |
5,845
+174
| +3% | +$29.9K | 0.8% | 36 |
|
|
2019
Q2 | $984K | Buy |
5,671
+200
| +4% | +$34.7K | 0.81% | 36 |
|
|
2019
Q1 | $855K | Sell |
5,471
-800
| -13% | -$125K | 0.73% | 36 |
|
|
2018
Q4 | $827K | Buy |
+6,271
| New | +$827K | 0.89% | 32 |
|