SHFA
SS&H Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Sell |
9,246
-295
| -3% | -$105K | 1.1% | 23 |
|
|
2025
Q1 | $3.34M | Buy |
9,541
+1
| +0% | +$350 | 1.25% | 19 |
|
|
2024
Q4 | $3.02M | Buy |
9,540
+146
| +2% | +$46.2K | 1.1% | 23 |
|
|
2024
Q3 | $2.58M | Buy |
9,394
+174
| +2% | +$47.8K | 0.94% | 31 |
|
|
2024
Q2 | $2.42M | Hold |
9,220
| – | – | 0.94% | 29 |
|
|
2024
Q1 | $2.57M | Sell |
9,220
-905
| -9% | -$253K | 1.07% | 27 |
|
|
2023
Q4 | $2.64M | Hold |
10,125
| – | – | 1.12% | 23 |
|
|
2023
Q3 | $2.33M | Buy |
+10,125
| New | +$2.33M | 1.09% | 25 |
|
|
2023
Q1 | $2.34M | Sell |
10,375
-490
| -5% | -$110K | 1.07% | 25 |
|
|
2022
Q4 | $2.26M | Buy |
10,865
+1
| +0% | +$208 | 1.07% | 25 |
|
|
2022
Q3 | $1.93M | Sell |
10,864
-150
| -1% | -$26.6K | 1% | 29 |
|
|
2022
Q2 | $2.17M | Sell |
11,014
-287
| -3% | -$56.5K | 1% | 26 |
|
|
2022
Q1 | $2.51M | Buy |
+11,301
| New | +$2.51M | 0.98% | 31 |
|