Smith & Howard Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Sell |
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|
2025
Q1 | $537K | Hold |
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|
2024
Q4 | $484K | Hold |
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|
2024
Q3 | $421K | Hold |
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|
2024
Q2 | $402K | Buy |
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|
2024
Q1 | $400K | Hold |
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|
2023
Q4 | $373K | Hold |
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|
2023
Q3 | $330K | Hold |
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|
2023
Q2 | $340K | Sell |
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|
2023
Q1 | $327K | Hold |
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|
2022
Q4 | $302K | Sell |
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|
2022
Q3 | $502K | Buy |
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|
2022
Q2 | $523K | Sell |
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|
2022
Q1 | $589K | Sell |
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|
2021
Q4 | $612K | Sell |
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|
2021
Q3 | $657K | Sell |
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|
2021
Q2 | $728K | Sell |
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|
2021
Q1 | $697K | Sell |
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|
2020
Q4 | $736K | Sell |
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|
2020
Q3 | $678K | Hold |
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|
2020
Q2 | $655K | Sell |
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|
2020
Q1 | $600K | Sell |
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|
2019
Q4 | $709K | Buy |
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|
2019
Q3 | $566K | Buy |
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|
2019
Q2 | $477K | Sell |
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|
2019
Q1 | $470K | Hold |
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|
2018
Q4 | $397K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $275K | Hold |
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|
2015
Q4 | $279K | Sell |
|
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|
2015
Q3 | $279K | Hold |
|
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|
2015
Q2 | $269K | Hold |
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|
2015
Q1 | $262K | Buy |
|
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $22K | Hold |
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|
2013
Q3 | $19K | Sell |
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|
2013
Q2 | $120K | Buy |
|