SWK
Stephen W. Kidder’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Buy |
1,093
+51
| +5% | +$18.1K | 0.12% | 59 |
|
|
2025
Q1 | $365K | Sell |
1,042
-25
| -2% | -$8.76K | 0.11% | 57 |
|
|
2024
Q4 | $337K | Buy |
1,067
+51
| +5% | +$16.1K | 0.1% | 55 |
|
|
2024
Q3 | $279K | Hold |
1,016
| – | – | 0.08% | 61 |
|
|
2024
Q2 | $267K | Hold |
1,016
| – | – | 0.08% | 62 |
|
|
2024
Q1 | $284K | Sell |
1,016
-41
| -4% | -$11.4K | 0.09% | 59 |
|
|
2023
Q4 | $275K | Sell |
1,057
-40
| -4% | -$10.4K | 0.09% | 64 |
|
|
2023
Q3 | $252K | Sell |
1,097
-35
| -3% | -$8.05K | 0.09% | 68 |
|
|
2023
Q2 | $269K | Buy |
+1,132
| New | +$269K | 0.09% | 68 |
|