SAM
Smartleaf Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8M | Sell |
22,950
-1,828
| -7% | -$637K | 0.71% | 21 |
|
|
2025
Q1 | $8.5M | Buy |
24,778
+974
| +4% | +$334K | 0.82% | 17 |
|
|
2024
Q4 | $7.51M | Buy |
23,804
+3,762
| +19% | +$1.19M | 0.77% | 19 |
|
|
2024
Q3 | $5.52M | Buy |
20,042
+4,914
| +32% | +$1.35M | 0.67% | 23 |
|
|
2024
Q2 | $4.03M | Buy |
15,128
+2,445
| +19% | +$652K | 0.66% | 26 |
|
|
2024
Q1 | $3.54M | Buy |
12,683
+3,278
| +35% | +$915K | 0.68% | 30 |
|
|
2023
Q4 | $2.43M | Buy |
+9,405
| New | +$2.43M | 0.65% | 36 |
|