SPW
Sonoma Private Wealth’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $886K | Sell |
2,497
-25
| -1% | -$8.88K | 1.09% | 23 |
|
|
2025
Q1 | $884K | Sell |
2,522
-11
| -0.4% | -$3.86K | 1.23% | 21 |
|
|
2024
Q4 | $800K | Buy |
2,533
+106
| +4% | +$33.5K | 1.29% | 25 |
|
|
2024
Q3 | $667K | Buy |
2,427
+2
| +0.1% | +$550 | 1.04% | 30 |
|
|
2024
Q2 | $637K | Sell |
2,425
-82
| -3% | -$21.5K | 1.03% | 33 |
|
|
2024
Q1 | $700K | Buy |
2,507
+569
| +29% | +$159K | 1.13% | 30 |
|
|
2023
Q4 | $505K | Sell |
1,938
-109
| -5% | -$28.4K | 0.84% | 47 |
|
|
2023
Q3 | $471K | Buy |
2,047
+133
| +7% | +$30.6K | 0.86% | 47 |
|
|
2023
Q2 | $454K | Buy |
+1,914
| New | +$454K | 0.79% | 50 |
|