SWC
Spectrum Wealth Counsel’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $14.3M | Buy |
40,739
+2,856
| +8% | +$1M | 1.71% | 13 |
|
|
2024
Q4 | $12M | Sell |
37,883
-335
| -0.9% | -$106K | 1.41% | 18 |
|
|
2024
Q3 | $10.5M | Sell |
38,218
-101
| -0.3% | -$27.8K | 1.24% | 22 |
|
|
2024
Q2 | $10.1M | Sell |
38,319
-1,582
| -4% | -$415K | 1.27% | 23 |
|
|
2024
Q1 | $11.1M | Sell |
39,901
-119
| -0.3% | -$33.2K | 1.36% | 15 |
|
|
2023
Q4 | $10.4M | Buy |
+40,020
| New | +$10.4M | 1.44% | 13 |
|