SWM
Spire Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Sell |
40,678
-21,613
| -35% | -$7.66M | 0.52% | 44 |
|
|
2025
Q1 | $21.8M | Buy |
62,291
+4,292
| +7% | +$1.5M | 0.7% | 28 |
|
|
2024
Q4 | $18.3M | Buy |
57,999
+2,333
| +4% | +$737K | 0.57% | 35 |
|
|
2024
Q3 | $15.3M | Sell |
55,666
-7,322
| -12% | -$2.01M | 0.52% | 40 |
|
|
2024
Q2 | $16.5M | Sell |
62,988
-11,213
| -15% | -$2.94M | 0.58% | 37 |
|
|
2024
Q1 | $20.7M | Sell |
74,201
-8,168
| -10% | -$2.28M | 0.38% | 57 |
|
|
2023
Q4 | $22.3M | Buy |
82,369
+2,915
| +4% | +$790K | 0.74% | 27 |
|
|
2023
Q3 | $18.3M | Sell |
79,454
-23,222
| -23% | -$5.34M | 0.7% | 27 |
|
|
2023
Q2 | $24.4M | Sell |
102,676
-4,030
| -4% | -$957K | 0.9% | 21 |
|
|
2023
Q1 | $24.1M | Buy |
106,706
+473
| +0.4% | +$107K | 0.94% | 19 |
|
|
2022
Q4 | $22.1M | Sell |
106,233
-590
| -0.6% | -$123K | 1.24% | 14 |
|
|
2022
Q3 | $19M | Sell |
106,823
-46,340
| -30% | -$8.23M | 1.15% | 20 |
|
|
2022
Q2 | $30.2M | Sell |
153,163
-3,337
| -2% | -$657K | 1.24% | 11 |
|
|
2022
Q1 | $34.7M | Buy |
156,500
+2,839
| +2% | +$630K | 0.93% | 16 |
|
|
2021
Q4 | $33.3M | Buy |
153,661
+14,594
| +10% | +$3.16M | 0.74% | 20 |
|
|
2021
Q3 | $31M | Sell |
139,067
-219
| -0.2% | -$48.8K | 0.82% | 21 |
|
|
2021
Q2 | $32.6M | Sell |
139,286
-43,528
| -24% | -$10.2M | 0.88% | 14 |
|
|
2021
Q1 | $38.1M | Buy |
+182,814
| New | +$38.1M | 1.01% | 11 |
|