SWA
SFMG Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.56M | Sell |
21,287
-210
| -1% | -$74.6K | 0.57% | 26 |
|
|
2025
Q1 | $7.53M | Sell |
21,497
-127
| -0.6% | -$44.5K | 0.59% | 22 |
|
|
2024
Q4 | $6.83M | Sell |
21,624
-137
| -0.6% | -$43.3K | 0.54% | 26 |
|
|
2024
Q3 | $5.98M | Buy |
21,761
+119
| +0.5% | +$32.7K | 0.49% | 27 |
|
|
2024
Q2 | $5.68M | Buy |
21,642
+122
| +0.6% | +$32K | 0.49% | 26 |
|
|
2024
Q1 | $6.01M | Buy |
21,520
+97
| +0.5% | +$27.1K | 0.52% | 26 |
|
|
2023
Q4 | $5.58M | Buy |
21,423
+528
| +3% | +$137K | 0.52% | 24 |
|
|
2023
Q3 | $4.81M | Buy |
20,895
+833
| +4% | +$192K | 0.49% | 27 |
|
|
2023
Q2 | $4.76M | Buy |
20,062
+413
| +2% | +$98.1K | 0.49% | 26 |
|
|
2023
Q1 | $4.43M | Buy |
19,649
+1,826
| +10% | +$412K | 0.48% | 29 |
|
|
2022
Q4 | $3.7M | Buy |
17,823
+818
| +5% | +$170K | 0.41% | 34 |
|
|
2022
Q3 | $3.03M | Buy |
17,005
+1,569
| +10% | +$280K | 0.35% | 36 |
|
|
2022
Q2 | $3.04M | Buy |
15,436
+954
| +7% | +$188K | 0.35% | 38 |
|
|
2022
Q1 | $3.21M | Buy |
14,482
+618
| +4% | +$137K | 0.32% | 46 |
|
|
2021
Q4 | $3.01M | Buy |
13,864
+538
| +4% | +$117K | 0.29% | 47 |
|
|
2021
Q3 | $2.97M | Buy |
13,326
+2,154
| +19% | +$480K | 0.33% | 43 |
|
|
2021
Q2 | $2.61M | Buy |
11,172
+867
| +8% | +$203K | 0.29% | 43 |
|
|
2021
Q1 | $2.18M | Buy |
10,305
+402
| +4% | +$85.1K | 0.25% | 53 |
|
|
2020
Q4 | $2.17M | Buy |
9,903
+2,428
| +32% | +$531K | 0.27% | 47 |
|
|
2020
Q3 | $1.5M | Buy |
7,475
+99
| +1% | +$19.8K | 0.21% | 45 |
|
|
2020
Q2 | $1.43M | Buy |
7,376
+1,485
| +25% | +$287K | 0.2% | 45 |
|
|
2020
Q1 | $949K | Sell |
5,891
-5,126
| -47% | -$826K | 0.14% | 43 |
|
|
2019
Q4 | $2.07M | Buy |
11,017
+1,532
| +16% | +$288K | 0.25% | 35 |
|
|
2019
Q3 | $1.63M | Buy |
9,485
+3,221
| +51% | +$554K | 0.22% | 34 |
|
|
2019
Q2 | $1.15M | Sell |
6,264
-8,501
| -58% | -$1.56M | 0.16% | 39 |
|
|
2019
Q1 | $2.31M | Buy |
14,765
+1,434
| +11% | +$224K | 0.33% | 31 |
|
|
2018
Q4 | $1.76M | Buy |
13,331
+1,605
| +14% | +$212K | 0.28% | 31 |
|
|
2018
Q3 | $1.64M | Buy |
11,726
+1,039
| +10% | +$145K | 0.25% | 32 |
|
|
2018
Q2 | $1.42M | Sell |
10,687
-1,518
| -12% | -$201K | 0.23% | 32 |
|
|
2018
Q1 | $1.46M | Buy |
12,205
+650
| +6% | +$77.8K | 0.25% | 32 |
|
|
2017
Q4 | $1.32M | Sell |
11,555
-440
| -4% | -$50.2K | 0.22% | 36 |
|
|
2017
Q3 | $1.26M | Buy |
11,995
+138
| +1% | +$14.5K | 0.25% | 36 |
|
|
2017
Q2 | $1.11M | Buy |
11,857
+327
| +3% | +$30.7K | 0.23% | 36 |
|
|
2017
Q1 | $1.03M | Buy |
11,530
+1,290
| +13% | +$115K | 0.21% | 40 |
|
|
2016
Q4 | $799K | Buy |
+10,240
| New | +$799K | 0.17% | 47 |
|