SWM
Stockman Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Hold |
3,070
| – | – | 0.15% | 72 |
|
|
2025
Q1 | $1.08M | Buy |
3,070
+59
| +2% | +$20.7K | 0.16% | 69 |
|
|
2024
Q4 | $952K | Buy |
3,011
+14
| +0.5% | +$4.43K | 0.15% | 71 |
|
|
2024
Q3 | $824K | Sell |
2,997
-8
| -0.3% | -$2.2K | 0.13% | 78 |
|
|
2024
Q2 | $789K | Buy |
3,005
+698
| +30% | +$183K | 0.14% | 78 |
|
|
2024
Q1 | $644K | Buy |
2,307
+46
| +2% | +$12.8K | 0.11% | 86 |
|
|
2023
Q4 | $589K | Sell |
2,261
-46
| -2% | -$12K | 0.12% | 85 |
|
|
2023
Q3 | $531K | Sell |
2,307
-83
| -3% | -$19.1K | 0.12% | 94 |
|
|
2023
Q2 | $568K | Sell |
2,390
-46
| -2% | -$10.9K | 0.12% | 96 |
|
|
2023
Q1 | $549K | Buy |
2,436
+37
| +2% | +$8.34K | 0.12% | 97 |
|
|
2022
Q4 | $498K | Buy |
2,399
+185
| +8% | +$38.4K | 0.11% | 112 |
|
|
2022
Q3 | $393K | Sell |
2,214
-215
| -9% | -$38.2K | 0.11% | 111 |
|
|
2022
Q2 | $478K | Buy |
2,429
+209
| +9% | +$41.1K | 0.12% | 100 |
|
|
2022
Q1 | $492K | Buy |
2,220
+60
| +3% | +$13.3K | 0.1% | 108 |
|
|
2021
Q4 | $468K | Buy |
2,160
+640
| +42% | +$139K | 0.1% | 124 |
|
|
2021
Q3 | $339K | Buy |
1,520
+96
| +7% | +$21.4K | 0.08% | 145 |
|
|
2021
Q2 | $333K | Buy |
1,424
+19
| +1% | +$4.44K | 0.08% | 147 |
|
|
2021
Q1 | $297K | Hold |
1,405
| – | – | 0.08% | 142 |
|
|
2020
Q4 | $307K | Buy |
1,405
+215
| +18% | +$47K | 0.09% | 130 |
|
|
2020
Q3 | $238K | Hold |
1,190
| – | – | 0.09% | 138 |
|
|
2020
Q2 | $230K | Buy |
+1,190
| New | +$230K | 0.09% | 140 |
|
|
2020
Q1 | – | Sell |
-1,190
| Closed | -$224K | – | 171 |
|
|
2019
Q4 | $224K | Hold |
1,190
| – | – | 0.08% | 152 |
|
|
2019
Q3 | $205K | Hold |
1,190
| – | – | 0.08% | 148 |
|
|
2019
Q2 | $207K | Buy |
+1,190
| New | +$207K | 0.08% | 142 |
|