SWM
Seed Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Hold |
1,674
| – | – | 0.44% | 57 |
|
|
2025
Q1 | $587K | Hold |
1,674
| – | – | 0.48% | 57 |
|
|
2024
Q4 | $529K | Hold |
1,674
| – | – | 0.43% | 60 |
|
|
2024
Q3 | $460K | Hold |
1,674
| – | – | 0.37% | 70 |
|
|
2024
Q2 | $439K | Hold |
1,674
| – | – | 0.38% | 68 |
|
|
2024
Q1 | $466K | Hold |
1,674
| – | – | 0.45% | 57 |
|
|
2023
Q4 | $433K | Hold |
1,674
| – | – | 0.44% | 59 |
|
|
2023
Q3 | $385K | Hold |
1,674
| – | – | 0.43% | 64 |
|
|
2023
Q2 | $398K | Hold |
1,674
| – | – | 0.42% | 66 |
|
|
2023
Q1 | $377K | Hold |
1,674
| – | – | 0.43% | 59 |
|
|
2022
Q4 | $348K | Buy |
+1,674
| New | +$348K | 0.4% | 63 |
|