SVWAG
Sound View Wealth Advisors Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.42M | Sell |
20,899
-280
| -1% | -$99.4K | 0.55% | 49 |
|
|
2025
Q1 | $7.42M | Buy |
21,179
+140
| +0.7% | +$49.1K | 0.61% | 46 |
|
|
2024
Q4 | $6.65M | Sell |
21,039
-2,425
| -10% | -$766K | 0.54% | 48 |
|
|
2024
Q3 | $6.45M | Buy |
23,464
+2,798
| +14% | +$769K | 0.53% | 50 |
|
|
2024
Q2 | $5.42M | Buy |
20,666
+690
| +3% | +$181K | 0.56% | 50 |
|
|
2024
Q1 | $5.57M | Sell |
19,976
-3,166
| -14% | -$884K | 0.59% | 47 |
|
|
2023
Q4 | $6.03M | Buy |
23,142
+305
| +1% | +$79.4K | 0.66% | 40 |
|
|
2023
Q3 | $5.25M | Buy |
22,837
+2,834
| +14% | +$652K | 0.65% | 41 |
|
|
2023
Q2 | $4.75M | Buy |
20,003
+59
| +0.3% | +$14K | 0.62% | 43 |
|
|
2023
Q1 | $4.5M | Sell |
19,944
-3,198
| -14% | -$721K | 0.62% | 40 |
|
|
2022
Q4 | $6.03M | Buy |
23,142
+14,427
| +166% | +$3.76M | 0.66% | 40 |
|
|
2022
Q3 | $1.55M | Sell |
8,715
-312
| -3% | -$55.4K | 0.35% | 71 |
|
|
2022
Q2 | $1.78M | Buy |
9,027
+1,054
| +13% | +$207K | 0.37% | 71 |
|
|
2022
Q1 | $1.77M | Buy |
7,973
+194
| +2% | +$43K | 0.34% | 78 |
|
|
2021
Q4 | $1.69M | Buy |
7,779
+165
| +2% | +$35.8K | 0.32% | 81 |
|
|
2021
Q3 | $1.7M | Buy |
7,614
+166
| +2% | +$37K | 0.35% | 72 |
|
|
2021
Q2 | $1.74M | Sell |
7,448
-1,686
| -18% | -$394K | 0.37% | 71 |
|
|
2021
Q1 | $1.93M | Buy |
9,134
+712
| +8% | +$151K | 0.45% | 61 |
|
|
2020
Q4 | $1.84M | Buy |
8,422
+497
| +6% | +$109K | 0.45% | 59 |
|
|
2020
Q3 | $1.59M | Buy |
7,925
+148
| +2% | +$29.6K | 0.42% | 61 |
|
|
2020
Q2 | $1.5M | Buy |
7,777
+922
| +13% | +$178K | 0.42% | 66 |
|
|
2020
Q1 | $1.1M | Buy |
6,855
+137
| +2% | +$22.1K | 0.38% | 75 |
|
|
2019
Q4 | $1.26M | Buy |
6,718
+154
| +2% | +$28.9K | 0.36% | 84 |
|
|
2019
Q3 | $1.13M | Buy |
6,564
+167
| +3% | +$28.7K | 0.34% | 87 |
|
|
2019
Q2 | $1.11M | Buy |
+6,397
| New | +$1.11M | 0.33% | 88 |
|