SSA
Sierra Summit Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-697
| Closed | -$244K | – | 216 |
|
|
2025
Q1 | $244K | Sell |
697
-275
| -28% | -$96.4K | 0.05% | 170 |
|
|
2024
Q4 | $307K | Sell |
972
-840
| -46% | -$265K | 0.06% | 139 |
|
|
2024
Q3 | $498K | Sell |
1,812
-27,700
| -94% | -$7.62M | 0.11% | 101 |
|
|
2024
Q2 | $7.75M | Buy |
29,512
+1,997
| +7% | +$524K | 1.92% | 23 |
|
|
2024
Q1 | $7.68M | Sell |
27,515
-88
| -0.3% | -$24.6K | 2.09% | 21 |
|
|
2023
Q4 | $7.19M | Buy |
+27,603
| New | +$7.19M | 2.1% | 15 |
|