SWM
SFG Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Sell |
986
-94
| -9% | -$33.4K | 0.21% | 61 |
|
|
2025
Q1 | $379K | Sell |
1,080
-402
| -27% | -$141K | 0.18% | 89 |
|
|
2024
Q4 | $468K | Sell |
1,482
-19,593
| -93% | -$6.19M | 0.25% | 58 |
|
|
2024
Q3 | $5.79M | Sell |
21,075
-499
| -2% | -$137K | 3.07% | 8 |
|
|
2024
Q2 | $5.66M | Hold |
21,574
| – | – | 3.23% | 8 |
|
|
2024
Q1 | $6.02M | Buy |
21,574
+139
| +0.6% | +$38.8K | 3.57% | 8 |
|
|
2023
Q4 | $5.58M | Hold |
21,435
| – | – | 3.71% | 7 |
|
|
2023
Q3 | $4.93M | Hold |
21,435
| – | – | 3.92% | 6 |
|
|
2023
Q2 | $5.09M | Buy |
21,435
+360
| +2% | +$85.5K | 4.27% | 4 |
|
|
2023
Q1 | $4.75M | Buy |
21,075
+101
| +0.5% | +$22.8K | 5.26% | 4 |
|
|
2022
Q4 | $4.36M | Buy |
20,974
+460
| +2% | +$95.6K | 5.38% | 4 |
|
|
2022
Q3 | $3.64M | Sell |
20,514
-10
| -0% | -$1.78K | 4.93% | 4 |
|
|
2022
Q2 | $4.04M | Sell |
20,524
-5
| -0% | -$984 | 4.71% | 3 |
|
|
2022
Q1 | $4.55M | Sell |
20,529
-11
| -0.1% | -$2.44K | 4.27% | 4 |
|
|
2021
Q4 | $4.45M | Buy |
+20,540
| New | +$4.45M | 3.96% | 4 |
|