SHWM
Silicon Hills Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.17M | Hold |
9,151
| – | – | 1.23% | 17 |
|
|
2023
Q1 | $2.06M | Hold |
9,151
| – | – | 1.24% | 16 |
|
|
2022
Q4 | $1.9M | Sell |
9,151
-20
| -0.2% | -$4.16K | 1.41% | 19 |
|
|
2022
Q3 | $1.63M | Sell |
9,171
-465
| -5% | -$82.6K | 1.29% | 21 |
|
|
2022
Q2 | $1.9M | Hold |
9,636
| – | – | 1.39% | 19 |
|
|
2022
Q1 | $2.14M | Hold |
9,636
| – | – | 1.36% | 22 |
|
|
2021
Q4 | $2.09M | Hold |
9,636
| – | – | 1.29% | 22 |
|
|
2021
Q3 | $2.15M | Sell |
9,636
-8
| -0.1% | -$1.78K | 1.47% | 16 |
|
|
2021
Q2 | $2.26M | Sell |
9,644
-742
| -7% | -$173K | 1.75% | 15 |
|
|
2021
Q1 | $2.2M | Hold |
10,386
| – | – | 1.99% | 14 |
|
|
2020
Q4 | $2.27M | Sell |
10,386
-498
| -5% | -$109K | 2.06% | 16 |
|
|
2020
Q3 | $2.18M | Hold |
10,884
| – | – | 2.25% | 13 |
|
|
2020
Q2 | $2.1M | Hold |
10,884
| – | – | 2.52% | 11 |
|
|
2020
Q1 | $1.75M | Buy |
10,884
+10,876
| +135,950% | +$1.75M | 2.32% | 12 |
|
|
2019
Q4 | $2.05K | Buy |
+8
| New | +$2.05K | 1.57% | 14 |
|