SGWM
Sterling Group Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Sell |
1,361
-13
| -0.9% | -$4.62K | 0.27% | 27 |
|
|
2025
Q1 | $481K | Hold |
1,374
| – | – | 0.26% | 28 |
|
|
2024
Q4 | $434K | Hold |
1,374
| – | – | 0.23% | 34 |
|
|
2024
Q3 | $378K | Sell |
1,374
-255
| -16% | -$70.1K | 0.2% | 36 |
|
|
2024
Q2 | $428K | Buy |
+1,629
| New | +$428K | 0.25% | 30 |
|
|
2024
Q1 | – | Sell |
-1,653
| Closed | -$430K | – | 44 |
|
|
2023
Q4 | $430K | Hold |
1,653
| – | – | 0.33% | 31 |
|
|
2023
Q3 | $380K | Hold |
1,653
| – | – | 0.36% | 31 |
|
|
2023
Q2 | $393K | Sell |
1,653
-22
| -1% | -$5.22K | 0.34% | 30 |
|
|
2023
Q1 | $378K | Buy |
1,675
+466
| +39% | +$105K | 0.36% | 30 |
|
|
2022
Q4 | $251K | Buy |
+1,209
| New | +$251K | 0.25% | 40 |
|