SAM
Secure Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.86M | Buy |
10,885
+1,242
| +13% | +$441K | 0.71% | 27 |
|
|
2025
Q1 | $3.38M | Buy |
9,643
+992
| +11% | +$348K | 0.68% | 33 |
|
|
2024
Q4 | $2.73M | Buy |
8,651
+739
| +9% | +$234K | 0.41% | 53 |
|
|
2024
Q3 | $2.18M | Buy |
7,912
+957
| +14% | +$263K | 0.37% | 57 |
|
|
2024
Q2 | $1.83M | Buy |
6,955
+350
| +5% | +$91.9K | 0.35% | 63 |
|
|
2024
Q1 | $1.84M | Sell |
6,605
-864
| -12% | -$241K | 0.43% | 50 |
|
|
2023
Q4 | $1.94M | Sell |
7,469
-83
| -1% | -$21.6K | 0.52% | 45 |
|
|
2023
Q3 | $1.74M | Buy |
7,552
+526
| +7% | +$121K | 0.52% | 44 |
|
|
2023
Q2 | $1.67M | Sell |
7,026
-37
| -0.5% | -$8.79K | 0.51% | 54 |
|
|
2023
Q1 | $1.59M | Sell |
7,063
-67
| -0.9% | -$15.1K | 0.53% | 56 |
|
|
2022
Q4 | $1.48M | Buy |
7,130
+3,134
| +78% | +$651K | 0.53% | 59 |
|
|
2022
Q3 | $710K | Sell |
3,996
-38
| -0.9% | -$6.75K | 0.4% | 50 |
|
|
2022
Q2 | $794K | Buy |
4,034
+1,067
| +36% | +$210K | 0.44% | 42 |
|
|
2022
Q1 | $658K | Buy |
2,967
+291
| +11% | +$64.5K | 0.3% | 70 |
|
|
2021
Q4 | $580K | Sell |
2,676
-322
| -11% | -$69.8K | 0.23% | 74 |
|
|
2021
Q3 | $668K | Buy |
2,998
+276
| +10% | +$61.5K | 0.33% | 50 |
|
|
2021
Q2 | $636K | Buy |
2,722
+698
| +34% | +$163K | 0.32% | 52 |
|
|
2021
Q1 | $428K | Buy |
2,024
+132
| +7% | +$27.9K | 0.24% | 94 |
|
|
2020
Q4 | $414K | Sell |
1,892
-2,074
| -52% | -$454K | 0.24% | 86 |
|
|
2020
Q3 | $793K | Buy |
3,966
+1,564
| +65% | +$313K | 0.54% | 43 |
|
|
2020
Q2 | $464K | Buy |
2,402
+917
| +62% | +$177K | 0.33% | 83 |
|
|
2020
Q1 | $239K | Sell |
1,485
-471
| -24% | -$75.8K | 0.26% | 90 |
|
|
2019
Q4 | $368K | Buy |
+1,956
| New | +$368K | 0.26% | 97 |
|