Smith Salley Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.8M | Buy |
115,053
+3,371
| +3% | +$1.2M | 2.36% | 9 |
|
|
2025
Q1 | $39.1M | Buy |
111,682
+1,126
| +1% | +$395K | 2.57% | 9 |
|
|
2024
Q4 | $34.9M | Buy |
110,556
+1,282
| +1% | +$405K | 2.24% | 9 |
|
|
2024
Q3 | $30M | Buy |
109,274
+3,094
| +3% | +$851K | 1.96% | 12 |
|
|
2024
Q2 | $27.9M | Buy |
106,180
+6,560
| +7% | +$1.72M | 2% | 10 |
|
|
2024
Q1 | $27.8M | Sell |
99,620
-31,107
| -24% | -$8.68M | 2.16% | 10 |
|
|
2023
Q4 | $34M | Buy |
130,727
+4,435
| +4% | +$1.15M | 2.2% | 8 |
|
|
2023
Q3 | $29M | Buy |
126,292
+5,564
| +5% | +$1.28M | 2.16% | 9 |
|
|
2023
Q2 | $28.7M | Buy |
120,728
+754
| +0.6% | +$179K | 2.12% | 9 |
|
|
2023
Q1 | $27M | Buy |
119,974
+1,660
| +1% | +$374K | 2.15% | 8 |
|
|
2022
Q4 | $24.6M | Sell |
118,314
-295
| -0.2% | -$61.3K | 2.1% | 10 |
|
|
2022
Q3 | $21.1M | Buy |
118,609
+1,767
| +2% | +$314K | 1.96% | 12 |
|
|
2022
Q2 | $23M | Buy |
116,842
+5,808
| +5% | +$1.14M | 1.99% | 11 |
|
|
2022
Q1 | $24.6M | Buy |
111,034
+1,947
| +2% | +$432K | 1.86% | 11 |
|
|
2021
Q4 | $23.6M | Buy |
109,087
+970
| +0.9% | +$210K | 1.67% | 15 |
|
|
2021
Q3 | $24.1M | Buy |
108,117
+1,500
| +1% | +$334K | 1.9% | 14 |
|
|
2021
Q2 | $24.9M | Buy |
106,617
+3,149
| +3% | +$736K | 2.02% | 11 |
|
|
2021
Q1 | $21.9M | Buy |
103,468
+4,238
| +4% | +$897K | 1.97% | 13 |
|
|
2020
Q4 | $21.7M | Buy |
99,230
+6,372
| +7% | +$1.39M | 2.2% | 9 |
|
|
2020
Q3 | $18.6M | Buy |
92,858
+2,048
| +2% | +$410K | 2.25% | 7 |
|
|
2020
Q2 | $17.5M | Buy |
90,810
+3,800
| +4% | +$734K | 2.34% | 7 |
|
|
2020
Q1 | $14M | Buy |
87,010
+1,906
| +2% | +$307K | 2.33% | 9 |
|
|
2019
Q4 | $16M | Sell |
85,104
-1,046
| -1% | -$197K | 2.11% | 9 |
|
|
2019
Q3 | $14.8M | Buy |
86,150
+3,154
| +4% | +$543K | 2.11% | 10 |
|
|
2019
Q2 | $14.4M | Buy |
82,996
+3,531
| +4% | +$613K | 2.17% | 8 |
|
|
2019
Q1 | $12.4M | Buy |
79,465
+2,466
| +3% | +$385K | 2% | 9 |
|
|
2018
Q4 | $10.2M | Buy |
76,999
+1,869
| +2% | +$247K | 1.87% | 11 |
|
|
2018
Q3 | $11.3M | Buy |
75,130
+2,358
| +3% | +$354K | 1.78% | 11 |
|
|
2018
Q2 | $9.64M | Buy |
72,772
+4,092
| +6% | +$542K | 1.65% | 18 |
|
|
2018
Q1 | $8.22M | Buy |
68,680
+557
| +0.8% | +$66.6K | 1.47% | 21 |
|
|
2017
Q4 | $7.77M | Buy |
68,123
+1,775
| +3% | +$202K | 1.39% | 20 |
|
|
2017
Q3 | $6.98M | Buy |
66,348
+1,521
| +2% | +$160K | 1.34% | 24 |
|
|
2017
Q2 | $6.08M | Buy |
64,827
+835
| +1% | +$78.3K | 1.22% | 27 |
|
|
2017
Q1 | $5.69M | Buy |
63,992
+623
| +1% | +$55.4K | 1.17% | 32 |
|
|
2016
Q4 | $4.95M | Buy |
63,369
+833
| +1% | +$65K | 1.03% | 36 |
|
|
2016
Q3 | $5.17M | Buy |
62,536
+1,573
| +3% | +$130K | 1.15% | 34 |
|
|
2016
Q2 | $4.52M | Buy |
+60,963
| New | +$4.52M | 1.05% | 38 |
|