SSWM
Sheets Smith Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8M | Sell |
55,704
-129
| -0.2% | -$45.8K | 2.31% | 6 |
|
|
2025
Q1 | $19.6M | Sell |
55,833
-546
| -1% | -$191K | 2.43% | 4 |
|
|
2024
Q4 | $17.8M | Sell |
56,379
-192
| -0.3% | -$60.7K | 2.17% | 7 |
|
|
2024
Q3 | $15.6M | Sell |
56,571
-1,345
| -2% | -$370K | 1.9% | 7 |
|
|
2024
Q2 | $15.2M | Sell |
57,916
-1,434
| -2% | -$376K | 1.82% | 8 |
|
|
2024
Q1 | $16.6M | Buy |
59,350
+491
| +0.8% | +$137K | 1.85% | 9 |
|
|
2023
Q4 | $15.3M | Sell |
58,859
-5
| -0% | -$1.3K | 2.18% | 6 |
|
|
2023
Q3 | $13.5M | Sell |
58,864
-457
| -0.8% | -$105K | 2.06% | 8 |
|
|
2023
Q2 | $14.1M | Buy |
59,321
+2,226
| +4% | +$529K | 2.06% | 8 |
|
|
2023
Q1 | $12.9M | Buy |
57,095
+42
| +0.1% | +$9.47K | 1.97% | 9 |
|
|
2022
Q4 | $11.9M | Sell |
57,053
-1,468
| -3% | -$305K | 1.86% | 9 |
|
|
2022
Q3 | $10.4M | Buy |
58,521
+1,203
| +2% | +$214K | 1.74% | 11 |
|
|
2022
Q2 | $11.3M | Sell |
57,318
-1,227
| -2% | -$242K | 1.86% | 10 |
|
|
2022
Q1 | $13M | Sell |
58,545
-600
| -1% | -$133K | 1.79% | 10 |
|
|
2021
Q4 | $12.8M | Sell |
59,145
-5,754
| -9% | -$1.25M | 1.59% | 14 |
|
|
2021
Q3 | $14.5M | Buy |
64,899
+1,559
| +2% | +$347K | 1.96% | 8 |
|
|
2021
Q2 | $14.8M | Sell |
63,340
-1,335
| -2% | -$312K | 2% | 8 |
|
|
2021
Q1 | $13.7M | Sell |
64,675
-2,569
| -4% | -$544K | 2.01% | 8 |
|
|
2020
Q4 | $14.7M | Sell |
67,244
-3,982
| -6% | -$871K | 2.22% | 6 |
|
|
2020
Q3 | $14.2M | Buy |
71,226
+2,553
| +4% | +$511K | 2.48% | 6 |
|
|
2020
Q2 | $13.3M | Sell |
68,673
-8,402
| -11% | -$1.62M | 2.65% | 5 |
|
|
2020
Q1 | $12.4M | Sell |
77,075
-3,017
| -4% | -$486K | 2.6% | 6 |
|
|
2019
Q4 | $15M | Sell |
80,092
-5,153
| -6% | -$967K | 2.87% | 3 |
|
|
2019
Q3 | $14.7M | Sell |
85,245
-6,291
| -7% | -$1.08M | 3.02% | 2 |
|
|
2019
Q2 | $15.9M | Sell |
91,536
-6,102
| -6% | -$1.06M | 3.26% | 1 |
|
|
2019
Q1 | $15.3M | Sell |
97,638
-69
| -0.1% | -$10.8K | 3.3% | 1 |
|
|
2018
Q4 | $12.9M | Buy |
97,707
+339
| +0.3% | +$44.7K | 3.47% | 1 |
|
|
2018
Q3 | $14.6M | Sell |
97,368
-2,709
| -3% | -$407K | 3.02% | 2 |
|
|
2018
Q2 | $13.3M | Sell |
100,077
-2,818
| -3% | -$373K | 3.1% | 2 |
|
|
2018
Q1 | $12.3M | Sell |
102,895
-2,474
| -2% | -$296K | 2.96% | 2 |
|
|
2017
Q4 | $12M | Sell |
105,369
-10,939
| -9% | -$1.25M | 2.83% | 2 |
|
|
2017
Q3 | $12.2M | Buy |
116,308
+3,829
| +3% | +$403K | 3.09% | 2 |
|
|
2017
Q2 | $10.5M | Sell |
112,479
-2,258
| -2% | -$212K | 2.79% | 2 |
|
|
2017
Q1 | $10.2M | Sell |
114,737
-2,639
| -2% | -$235K | 2.71% | 2 |
|
|
2016
Q4 | $9.16M | Buy |
117,376
+7,505
| +7% | +$586K | 2.57% | 3 |
|
|
2016
Q3 | $9.09M | Buy |
109,871
+350
| +0.3% | +$28.9K | 2.56% | 3 |
|
|
2016
Q2 | $8.12M | Sell |
109,521
-1,712
| -2% | -$127K | 2.36% | 3 |
|
|
2016
Q1 | $8.51M | Sell |
111,233
-14,416
| -11% | -$1.1M | 2.62% | 3 |
|
|
2015
Q4 | $9.74M | Buy |
125,649
+12,466
| +11% | +$967K | 2.95% | 3 |
|
|
2015
Q3 | $7.88M | Buy |
113,183
+13,553
| +14% | +$944K | 2.67% | 4 |
|
|
2015
Q2 | $6.69M | Sell |
99,630
-2,010
| -2% | -$135K | 1.83% | 8 |
|
|
2015
Q1 | $6.65M | Buy |
101,640
+68,148
| +203% | +$4.46M | 1.84% | 7 |
|
|
2014
Q4 | $8.78M | Buy |
33,492
+3,382
| +11% | +$887K | 2.29% | 5 |
|
|
2014
Q3 | $6.43M | Sell |
30,110
-400
| -1% | -$85.4K | 1.75% | 7 |
|
|
2014
Q2 | $6.43M | Sell |
30,510
-3,885
| -11% | -$819K | 1.73% | 8 |
|
|
2014
Q1 | $7.43M | Sell |
34,395
-3,712
| -10% | -$801K | 2.08% | 5 |
|
|
2013
Q4 | $8.49M | Sell |
38,107
-192
| -0.5% | -$42.8K | 2.34% | 4 |
|
|
2013
Q3 | $7.32M | Sell |
38,299
-2,189
| -5% | -$418K | 2.38% | 4 |
|
|
2013
Q2 | $7.4M | Buy |
+40,488
| New | +$7.4M | 2.51% | 4 |
|