SVWAG
Sound View Wealth Advisors Group’s Global Payments GPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Sell |
9,362
-1,080
| -10% | -$86.4K | 0.06% | 221 |
|
|
2025
Q1 | $1.02M | Sell |
10,442
-90
| -0.9% | -$8.81K | 0.08% | 172 |
|
|
2024
Q4 | $1.18M | Sell |
10,532
-633
| -6% | -$70.9K | 0.1% | 167 |
|
|
2024
Q3 | $1.14M | Buy |
11,165
+177
| +2% | +$18.1K | 0.09% | 169 |
|
|
2024
Q2 | $1.06M | Sell |
10,988
-35
| -0.3% | -$3.39K | 0.11% | 157 |
|
|
2024
Q1 | $1.47M | Sell |
11,023
-31
| -0.3% | -$4.14K | 0.16% | 133 |
|
|
2023
Q4 | $1.4M | Buy |
11,054
+25
| +0.2% | +$3.18K | 0.15% | 134 |
|
|
2023
Q3 | $1.27M | Buy |
11,029
+31
| +0.3% | +$3.58K | 0.16% | 125 |
|
|
2023
Q2 | $1.08M | Sell |
10,998
-31
| -0.3% | -$3.05K | 0.14% | 135 |
|
|
2023
Q1 | $1.16M | Sell |
11,029
-25
| -0.2% | -$2.63K | 0.16% | 128 |
|
|
2022
Q4 | $1.4M | Buy |
11,054
+515
| +5% | +$65.4K | 0.15% | 134 |
|
|
2022
Q3 | $1.14M | Hold |
10,539
| – | – | 0.26% | 99 |
|
|
2022
Q2 | $1.17M | Sell |
10,539
-8
| -0.1% | -$885 | 0.24% | 100 |
|
|
2022
Q1 | $1.44M | Buy |
10,547
+8
| +0.1% | +$1.1K | 0.27% | 90 |
|
|
2021
Q4 | $1.43M | Sell |
10,539
-803
| -7% | -$109K | 0.27% | 93 |
|
|
2021
Q3 | $1.79M | Sell |
11,342
-35
| -0.3% | -$5.51K | 0.37% | 65 |
|
|
2021
Q2 | $2.13M | Sell |
11,377
-40
| -0.4% | -$7.5K | 0.45% | 57 |
|
|
2021
Q1 | $2.3M | Hold |
11,417
| – | – | 0.54% | 53 |
|
|
2020
Q4 | $2.46M | Hold |
11,417
| – | – | 0.6% | 45 |
|
|
2020
Q3 | $2.03M | Hold |
11,417
| – | – | 0.53% | 54 |
|
|
2020
Q2 | $1.94M | Buy |
11,417
+573
| +5% | +$97.2K | 0.55% | 53 |
|
|
2020
Q1 | $1.56M | Sell |
10,844
-1,076
| -9% | -$155K | 0.54% | 58 |
|
|
2019
Q4 | $2.18M | Hold |
11,920
| – | – | 0.61% | 52 |
|
|
2019
Q3 | $1.9M | Buy |
+11,920
| New | +$1.9M | 0.56% | 59 |
|