SWM
Sculati Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Sell |
8,294
-174
| -2% | -$61.8K | 1.11% | 26 |
|
|
2025
Q1 | $2.97M | Buy |
8,468
+276
| +3% | +$96.7K | 1.2% | 25 |
|
|
2024
Q4 | $2.59M | Sell |
8,192
-47
| -0.6% | -$14.9K | 1.02% | 29 |
|
|
2024
Q3 | $2.27M | Sell |
8,239
-55
| -0.7% | -$15.1K | 0.9% | 34 |
|
|
2024
Q2 | $2.18M | Sell |
8,294
-81
| -1% | -$21.3K | 0.93% | 38 |
|
|
2024
Q1 | $2.34M | Buy |
8,375
+23
| +0.3% | +$6.42K | 1.01% | 34 |
|
|
2023
Q4 | $2.17M | Buy |
8,352
+257
| +3% | +$66.9K | 1.01% | 35 |
|
|
2023
Q3 | $1.86M | Buy |
8,095
+121
| +2% | +$27.8K | 0.95% | 35 |
|
|
2023
Q2 | $1.89M | Buy |
7,974
+278
| +4% | +$66K | 0.95% | 32 |
|
|
2023
Q1 | $1.74M | Buy |
7,696
+598
| +8% | +$135K | 0.92% | 36 |
|
|
2022
Q4 | $1.48M | Buy |
7,098
+667
| +10% | +$139K | 0.83% | 39 |
|
|
2022
Q3 | $1.14M | Buy |
6,431
+305
| +5% | +$54.2K | 0.67% | 53 |
|
|
2022
Q2 | $1.21M | Buy |
6,126
+271
| +5% | +$53.4K | 0.69% | 55 |
|
|
2022
Q1 | $1.3M | Buy |
5,855
+209
| +4% | +$46.3K | 0.63% | 56 |
|
|
2021
Q4 | $1.22M | Buy |
5,646
+373
| +7% | +$80.9K | 0.59% | 51 |
|
|
2021
Q3 | $1.18M | Buy |
5,273
+628
| +14% | +$140K | 0.62% | 54 |
|
|
2021
Q2 | $1.09M | Buy |
4,645
+768
| +20% | +$180K | 0.58% | 54 |
|
|
2021
Q1 | $821K | Buy |
+3,877
| New | +$821K | 0.47% | 62 |
|