SWM
Scissortail Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $859K | Buy |
2,419
+5
| +0.2% | +$1.78K | 0.21% | 68 |
|
|
2025
Q1 | $846K | Sell |
2,414
-490
| -17% | -$172K | 0.22% | 68 |
|
|
2024
Q4 | $918K | Buy |
2,904
+2,886
| +16,033% | +$912K | 0.23% | 72 |
|
|
2024
Q3 | $759K | Sell |
18
-2,703
| -99% | -$114M | 0.18% | 73 |
|
|
2024
Q2 | $714K | Buy |
2,721
+298
| +12% | +$78.2K | 0.18% | 74 |
|
|
2024
Q1 | $676K | Sell |
2,423
-2,292
| -49% | -$640K | 0.18% | 75 |
|
|
2023
Q4 | $1.29M | Buy |
4,715
+2,833
| +151% | +$775K | 0.41% | 58 |
|
|
2023
Q3 | $439K | Sell |
1,882
-42
| -2% | -$9.8K | 0.35% | 38 |
|
|
2023
Q2 | $465K | Buy |
1,924
+51
| +3% | +$12.3K | 0.38% | 35 |
|
|
2023
Q1 | $422K | Sell |
1,873
-2,690
| -59% | -$606K | 0.38% | 39 |
|
|
2022
Q4 | $1.04M | Buy |
4,563
+2,691
| +144% | +$612K | 0.6% | 36 |
|
|
2022
Q3 | $376K | Buy |
1,872
+112
| +6% | +$22.5K | 0.2% | 66 |
|
|
2022
Q2 | $381K | Sell |
1,760
-112
| -6% | -$24.2K | 0.15% | 65 |
|
|
2022
Q1 | $403K | Buy |
1,872
+112
| +6% | +$24.1K | 0.2% | 65 |
|
|
2021
Q4 | $381K | Buy |
+1,760
| New | +$381K | 0.15% | 65 |
|