SWM
SeaCrest Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
28,777
-2,152
| -7% | -$764K | 1.11% | 13 |
|
|
2025
Q1 | $10.8M | Sell |
30,929
-533
| -2% | -$187K | 1.23% | 13 |
|
|
2024
Q4 | $9.94M | Sell |
31,462
-450
| -1% | -$142K | 1.05% | 14 |
|
|
2024
Q3 | $8.77M | Sell |
31,912
-409
| -1% | -$112K | 0.95% | 16 |
|
|
2024
Q2 | $8.48M | Sell |
32,321
-362
| -1% | -$95K | 0.97% | 15 |
|
|
2024
Q1 | $9.12M | Buy |
32,683
+13,915
| +74% | +$3.88M | 1.12% | 14 |
|
|
2023
Q4 | $4.87M | Buy |
18,768
+1,043
| +6% | +$271K | 0.6% | 27 |
|
|
2023
Q3 | $4.08M | Buy |
17,725
+80
| +0.5% | +$18.4K | 0.53% | 32 |
|
|
2023
Q2 | $4.19M | Sell |
17,645
-320
| -2% | -$76K | 0.53% | 30 |
|
|
2023
Q1 | $4.05M | Sell |
17,965
-543
| -3% | -$122K | 0.55% | 32 |
|
|
2022
Q4 | $3.85M | Sell |
18,508
-142
| -0.8% | -$29.5K | 0.55% | 35 |
|
|
2022
Q3 | $3.31M | Sell |
18,650
-225
| -1% | -$40K | 0.5% | 37 |
|
|
2022
Q2 | $3.72M | Sell |
18,875
-130
| -0.7% | -$25.6K | 0.47% | 34 |
|
|
2022
Q1 | $4.22M | Sell |
19,005
-614
| -3% | -$136K | 0.48% | 35 |
|
|
2021
Q4 | $4.25M | Buy |
19,619
+399
| +2% | +$86.5K | 0.47% | 37 |
|
|
2021
Q3 | $4.28M | Sell |
19,220
-255
| -1% | -$56.8K | 0.52% | 33 |
|
|
2021
Q2 | $4.55M | Buy |
19,475
+518
| +3% | +$121K | 0.55% | 31 |
|
|
2021
Q1 | $4.01M | Buy |
18,957
+387
| +2% | +$81.9K | 0.53% | 38 |
|
|
2020
Q4 | $4.06M | Buy |
18,570
+1,144
| +7% | +$250K | 0.57% | 36 |
|
|
2020
Q3 | $3.49M | Sell |
17,426
-871
| -5% | -$174K | 0.56% | 36 |
|
|
2020
Q2 | $3.53M | Buy |
18,297
+453
| +3% | +$87.5K | 0.61% | 33 |
|
|
2020
Q1 | $2.88M | Sell |
17,844
-4,297
| -19% | -$692K | 0.62% | 32 |
|
|
2019
Q4 | $4.16M | Buy |
22,141
+9,020
| +69% | +$1.69M | 0.7% | 24 |
|
|
2019
Q3 | $2.26M | Buy |
13,121
+40
| +0.3% | +$6.88K | 0.42% | 52 |
|
|
2019
Q2 | $2.27M | Buy |
13,081
+1,238
| +10% | +$215K | 0.46% | 45 |
|
|
2019
Q1 | $1.85M | Buy |
11,843
+5
| +0% | +$781 | 0.32% | 63 |
|
|
2018
Q4 | $1.56M | Sell |
11,838
-4,320
| -27% | -$570K | 0.32% | 65 |
|
|
2018
Q3 | $2.43M | Buy |
16,158
+670
| +4% | +$101K | 0.41% | 43 |
|
|
2018
Q2 | $2.05M | Sell |
15,488
-47
| -0.3% | -$6.22K | 0.37% | 51 |
|
|
2018
Q1 | $1.86M | Buy |
15,535
+319
| +2% | +$38.2K | 0.34% | 56 |
|
|
2017
Q4 | $1.74M | Buy |
+15,216
| New | +$1.74M | 0.32% | 61 |
|