Seamount Financial Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734K | Buy |
2,067
+655
| +46% | +$233K | 0.38% | 62 |
|
|
2025
Q1 | $495K | Buy |
1,412
+90
| +7% | +$31.5K | 0.34% | 69 |
|
|
2024
Q4 | $418K | Hold |
1,322
| – | – | 0.29% | 70 |
|
|
2024
Q3 | $363K | Buy |
1,322
+10
| +0.8% | +$2.75K | 0.27% | 76 |
|
|
2024
Q2 | $344K | Buy |
1,312
+252
| +24% | +$66.1K | 0.28% | 73 |
|
|
2024
Q1 | $296K | Hold |
1,060
| – | – | 0.26% | 75 |
|
|
2023
Q4 | $276K | Buy |
+1,060
| New | +$276K | 0.26% | 73 |
|