SSW
Smith Shellnut Wilson’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Sell |
1,816
-15
| -0.8% | -$5.33K | 0.28% | 60 |
|
|
2025
Q1 | $642K | Buy |
1,831
+119
| +7% | +$41.7K | 0.29% | 60 |
|
|
2024
Q4 | $541K | Buy |
1,712
+64
| +4% | +$20.2K | 0.24% | 71 |
|
|
2024
Q3 | $453K | Buy |
1,648
+19
| +1% | +$5.22K | 0.2% | 79 |
|
|
2024
Q2 | $428K | Buy |
1,629
+8
| +0.5% | +$2.1K | 0.21% | 79 |
|
|
2024
Q1 | $452K | Buy |
1,621
+21
| +1% | +$5.86K | 0.24% | 75 |
|
|
2023
Q4 | $417K | Hold |
1,600
| – | – | 0.24% | 76 |
|
|
2023
Q3 | $368K | Hold |
1,600
| – | – | 0.23% | 76 |
|
|
2023
Q2 | $380K | Hold |
1,600
| – | – | 0.21% | 83 |
|
|
2023
Q1 | $361K | Hold |
1,600
| – | – | 0.22% | 77 |
|
|
2022
Q4 | $332K | Hold |
1,600
| – | – | 0.21% | 87 |
|
|
2022
Q3 | $284K | Hold |
1,600
| – | – | 0.19% | 93 |
|
|
2022
Q2 | $315K | Sell |
1,600
-30
| -2% | -$5.91K | 0.2% | 92 |
|
|
2022
Q1 | $361K | Sell |
1,630
-436
| -21% | -$96.6K | 0.19% | 93 |
|
|
2021
Q4 | $448K | Buy |
2,066
+498
| +32% | +$108K | 0.22% | 83 |
|
|
2021
Q3 | $349K | Buy |
+1,568
| New | +$349K | 0.2% | 97 |
|