SIC
Sigma Investment Counselors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.74M | Buy |
16,157
+1,216
| +8% | +$432K | 0.32% | 52 |
|
|
2025
Q1 | $5.24M | Sell |
14,941
-1,177
| -7% | -$412K | 0.32% | 57 |
|
|
2024
Q4 | $5.09M | Sell |
16,118
-6
| -0% | -$1.9K | 0.3% | 58 |
|
|
2024
Q3 | $4.43M | Buy |
16,124
+443
| +3% | +$122K | 0.26% | 64 |
|
|
2024
Q2 | $4.12M | Buy |
15,681
+796
| +5% | +$209K | 0.26% | 66 |
|
|
2024
Q1 | $4.15M | Buy |
14,885
+13,308
| +844% | +$3.71M | 0.27% | 62 |
|
|
2023
Q4 | $410K | Sell |
1,577
-29
| -2% | -$7.55K | 0.03% | 135 |
|
|
2023
Q3 | $369K | Buy |
1,606
+255
| +19% | +$58.6K | 0.03% | 140 |
|
|
2023
Q2 | $321K | Hold |
1,351
| – | – | 0.02% | 152 |
|
|
2023
Q1 | $305K | Buy |
+1,351
| New | +$305K | 0.02% | 158 |
|
|
2022
Q3 | – | Sell |
-1,270
| Closed | -$250K | – | 186 |
|
|
2022
Q2 | $250K | Buy |
1,270
+8
| +0.6% | +$1.58K | 0.02% | 160 |
|
|
2022
Q1 | $280K | Sell |
1,262
-418
| -25% | -$92.7K | 0.02% | 158 |
|
|
2021
Q4 | $364K | Buy |
1,680
+28
| +2% | +$6.07K | 0.03% | 143 |
|
|
2021
Q3 | $368K | Buy |
+1,652
| New | +$368K | 0.03% | 139 |
|