SSWM
V icon

Sheets Smith Wealth Management’s Visa V Stock Holding History

Sheets Smith Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.9M Buy
46,343
+1
+0% +$321 1.59% 11
2026
Q1 		$14M Sell
46,342
-5,752
-11% -$1.85M 1.58% 8
2025
Q4 		$18.3M Sell
52,094
-999
-2% -$340K 2% 7
2025
Q3 		$18.1M Sell
53,093
-2,611
-5% -$904K 2.05% 6
2025
Q2 		$19.8M Sell
55,704
-129
-0.2% -$45K 2.31% 6
2025
Q1 		$19.6M Sell
55,833
-546
-1% -$185K 2.43% 4
2024
Q4 		$17.8M Sell
56,379
-192
-0.3% -$57.7K 2.17% 7
2024
Q3 		$15.6M Sell
56,571
-1,345
-2% -$364K 1.9% 7
2024
Q2 		$15.2M Sell
57,916
-1,434
-2% -$393K 1.82% 8
2024
Q1 		$16.6M Buy
59,350
+491
+0.8% +$136K 1.85% 9
2023
Q4 		$15.3M Sell
58,859
-5
-0% -$1.23K 2.18% 6
2023
Q3 		$13.5M Sell
58,864
-457
-0.8% -$110K 2.06% 8
2023
Q2 		$14.1M Buy
59,321
+2,226
+4% +$509K 2.06% 8
2023
Q1 		$12.9M Buy
57,095
+42
+0.1% +$9.35K 1.97% 9
2022
Q4 		$11.9M Sell
57,053
-1,468
-3% -$296K 1.86% 9
2022
Q3 		$10.4M Buy
58,521
+1,203
+2% +$245K 1.74% 11
2022
Q2 		$11.3M Sell
57,318
-1,227
-2% -$254K 1.86% 10
2022
Q1 		$13M Sell
58,545
-600
-1% -$130K 1.79% 10
2021
Q4 		$12.8M Sell
59,145
-5,754
-9% -$1.24M 1.59% 14
2021
Q3 		$14.5M Buy
64,899
+1,559
+2% +$366K 1.96% 8
2021
Q2 		$14.8M Sell
63,340
-1,335
-2% -$305K 2% 8
2021
Q1 		$13.7M Sell
64,675
-2,569
-4% -$541K 2.01% 8
2020
Q4 		$14.7M Sell
67,244
-3,982
-6% -$815K 2.22% 6
2020
Q3 		$14.2M Buy
71,226
+2,553
+4% +$510K 2.48% 6
2020
Q2 		$13.3M Sell
68,673
-8,402
-11% -$1.53M 2.65% 5
2020
Q1 		$12.4M Sell
77,075
-3,017
-4% -$568K 2.6% 6
2019
Q4 		$15M Sell
80,092
-5,153
-6% -$928K 2.87% 3
2019
Q3 		$14.7M Sell
85,245
-6,291
-7% -$1.12M 3.02% 2
2019
Q2 		$15.9M Sell
91,536
-6,102
-6% -$999K 3.26% 1
2019
Q1 		$15.3M Sell
97,638
-69
-0.1% -$9.94K 3.3% 1
2018
Q4 		$12.9M Buy
97,707
+339
+0.3% +$46.8K 3.47% 1
2018
Q3 		$14.6M Sell
97,368
-2,709
-3% -$385K 3.02% 2
2018
Q2 		$13.3M Sell
100,077
-2,818
-3% -$363K 3.1% 2
2018
Q1 		$12.3M Sell
102,895
-2,474
-2% -$300K 2.96% 2
2017
Q4 		$12M Sell
105,369
-10,939
-9% -$1.21M 2.83% 2
2017
Q3 		$12.2M Buy
116,308
+3,829
+3% +$388K 3.09% 2
2017
Q2 		$10.5M Sell
112,479
-2,258
-2% -$210K 2.79% 2
2017
Q1 		$10.2M Sell
114,737
-2,639
-2% -$227K 2.71% 2
2016
Q4 		$9.16M Buy
117,376
+7,505
+7% +$603K 2.57% 3
2016
Q3 		$9.09M Buy
109,871
+350
+0.3% +$28K 2.56% 3
2016
Q2 		$8.12M Sell
109,521
-1,712
-2% -$134K 2.36% 3
2016
Q1 		$8.51M Sell
111,233
-14,416
-11% -$1.05M 2.62% 3
2015
Q4 		$9.74M Buy
125,649
+12,466
+11% +$966K 2.95% 3
2015
Q3 		$7.88M Buy
113,183
+13,553
+14% +$967K 2.67% 4
2015
Q2 		$6.69M Sell
99,630
-2,010
-2% -$136K 1.83% 8
2015
Q1 		$6.65M Sell
101,640
-32,328
-24% -$2.14M 1.84% 7
2014
Q4 		$8.78M Buy
133,968
+13,528
+11% +$814K 2.29% 5
2014
Q3 		$6.42M Sell
120,440
-1,600
-1% -$86K 1.75% 7
2014
Q2 		$6.43M Sell
122,040
-15,540
-11% -$812K 1.73% 8
2014
Q1 		$7.42M Sell
137,580
-14,848
-10% -$825K 2.08% 5
2013
Q4 		$8.49M Sell
152,428
-768
-0.5% -$38.7K 2.34% 4
2013
Q3 		$7.32M Sell
153,196
-8,756
-5% -$405K 2.38% 4
2013
Q2 		$7.4M Buy
+161,952
New +$7.09M 2.51% 4

Other funds holding V

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return