SW
SkyOak Wealth’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Hold |
8,427
| – | – | 0.6% | 44 |
|
|
2025
Q1 | $2.95M | Sell |
8,427
-100
| -1% | -$35K | 0.65% | 42 |
|
|
2024
Q4 | $2.69M | Hold |
8,527
| – | – | 0.58% | 48 |
|
|
2024
Q3 | $2.34M | Hold |
8,527
| – | – | 0.52% | 55 |
|
|
2024
Q2 | $2.24M | Hold |
8,527
| – | – | 0.52% | 49 |
|
|
2024
Q1 | $2.38M | Sell |
8,527
-9
| -0.1% | -$2.51K | 0.57% | 48 |
|
|
2023
Q4 | $2.22M | Sell |
8,536
-466
| -5% | -$121K | 0.58% | 47 |
|
|
2023
Q3 | $2.07M | Buy |
9,002
+184
| +2% | +$42.3K | 0.61% | 41 |
|
|
2023
Q2 | $2.09M | Sell |
8,818
-100
| -1% | -$23.7K | 0.59% | 43 |
|
|
2023
Q1 | $2.01M | Buy |
8,918
+299
| +3% | +$67.4K | 0.61% | 43 |
|
|
2022
Q4 | $1.79M | Sell |
8,619
-500
| -5% | -$104K | 0.6% | 45 |
|
|
2022
Q3 | $1.62M | Buy |
9,119
+300
| +3% | +$53.3K | 0.58% | 48 |
|
|
2022
Q2 | $1.74M | Sell |
8,819
-1,775
| -17% | -$349K | 0.59% | 47 |
|
|
2022
Q1 | $2.35M | Sell |
10,594
-310
| -3% | -$68.7K | 0.65% | 43 |
|
|
2021
Q4 | $2.36M | Sell |
10,904
-897
| -8% | -$194K | 0.6% | 50 |
|
|
2021
Q3 | $2.63M | Sell |
11,801
-100
| -0.8% | -$22.3K | 0.71% | 39 |
|
|
2021
Q2 | $2.78M | Sell |
11,901
-75
| -0.6% | -$17.5K | 0.74% | 35 |
|
|
2021
Q1 | $2.8M | Sell |
11,976
-98
| -0.8% | -$22.9K | 0.78% | 35 |
|
|
2020
Q4 | $2.64M | Sell |
12,074
-30
| -0.2% | -$6.56K | 0.82% | 36 |
|
|
2020
Q3 | $2.42M | Sell |
12,104
-3,497
| -22% | -$699K | 0.87% | 34 |
|
|
2020
Q2 | $3.01M | Sell |
15,601
-498
| -3% | -$96.2K | 1.11% | 21 |
|
|
2020
Q1 | $2.59M | Sell |
16,099
-19,664
| -55% | -$3.17M | 1.33% | 18 |
|
|
2019
Q4 | $6.72M | Buy |
+35,763
| New | +$6.72M | 2.08% | 5 |
|