SW
Simplicity Wealth’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
36,728
+18,153
| +98% | +$6.45M | 0.54% | 36 |
|
|
2025
Q1 | $6.51M | Buy |
18,575
+10,210
| +122% | +$3.58M | 0.51% | 37 |
|
|
2024
Q4 | $2.64M | Sell |
8,365
-8,217
| -50% | -$2.6M | 0.55% | 36 |
|
|
2024
Q3 | $4.56M | Sell |
16,582
-46,296
| -74% | -$12.7M | 0.42% | 52 |
|
|
2024
Q2 | $16.5M | Buy |
62,878
+1,574
| +3% | +$413K | 0.37% | 48 |
|
|
2024
Q1 | $17.1M | Buy |
61,304
+57,366
| +1,457% | +$16M | 0.41% | 41 |
|
|
2023
Q4 | $1.03M | Buy |
+3,938
| New | +$1.03M | 0.4% | 45 |
|