SWA
SOA Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $986K | Buy |
24,109
+169
| +0.7% | +$6.92K | 0.19% | 80 |
|
|
2025
Q1 | $973K | Buy |
23,940
+21,085
| +739% | +$857K | 0.2% | 75 |
|
|
2024
Q4 | $902K | Buy |
2,855
+187
| +7% | +$59.1K | 0.17% | 79 |
|
|
2024
Q3 | $733K | Sell |
2,668
-140
| -5% | -$38.5K | 0.14% | 88 |
|
|
2024
Q2 | $737K | Buy |
2,808
+28
| +1% | +$7.35K | 0.15% | 86 |
|
|
2024
Q1 | $776K | Buy |
2,780
+7
| +0.3% | +$1.95K | 0.16% | 81 |
|
|
2023
Q4 | $722K | Sell |
2,773
-127
| -4% | -$33.1K | 0.16% | 78 |
|
|
2023
Q3 | $667K | Buy |
2,900
+14
| +0.5% | +$3.22K | 0.17% | 72 |
|
|
2023
Q2 | $685K | Sell |
2,886
-15
| -0.5% | -$3.56K | 0.16% | 72 |
|
|
2023
Q1 | $654K | Buy |
2,901
+3
| +0.1% | +$676 | 0.16% | 72 |
|
|
2022
Q4 | $602K | Buy |
2,898
+45
| +2% | +$9.35K | 0.16% | 76 |
|
|
2022
Q3 | $506K | Buy |
2,853
+150
| +6% | +$26.6K | 0.15% | 76 |
|
|
2022
Q2 | $532K | Sell |
2,703
-267
| -9% | -$52.6K | 0.16% | 78 |
|
|
2022
Q1 | $658K | Sell |
2,970
-187
| -6% | -$41.4K | 0.16% | 84 |
|
|
2021
Q4 | $688K | Buy |
3,157
+540
| +21% | +$118K | 0.17% | 81 |
|
|
2021
Q3 | $583K | Sell |
2,617
-4
| -0.2% | -$891 | 0.15% | 88 |
|
|
2021
Q2 | $613K | Buy |
2,621
+684
| +35% | +$160K | 0.16% | 88 |
|
|
2021
Q1 | $410K | Buy |
1,937
+121
| +7% | +$25.6K | 0.11% | 106 |
|
|
2020
Q4 | $374K | Buy |
+1,816
| New | +$374K | 0.1% | 106 |
|