SEA
Stegent Equity Advisors’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $448K | Buy |
1,263
+44
| +4% | +$15.6K | 0.4% | 80 |
|
2025
Q1 | $427K | Sell |
1,219
-98
| -7% | -$34.3K | 0.43% | 69 |
|
2024
Q4 | $416K | Buy |
1,317
+204
| +18% | +$64.5K | 0.42% | 59 |
|
2024
Q3 | $306K | Sell |
1,113
-147
| -12% | -$40.4K | 0.34% | 70 |
|
2024
Q2 | $331K | Buy |
1,260
+132
| +12% | +$34.6K | 0.34% | 56 |
|
2024
Q1 | $315K | Buy |
+1,128
| New | +$315K | 0.32% | 65 |
|