SFPG
Stonebridge Financial Planning Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Sell |
8,410
-468
| -5% | -$166K | 1.25% | 19 |
|
|
2025
Q1 | $3.11M | Sell |
8,878
-235
| -3% | -$82.4K | 1.42% | 15 |
|
|
2024
Q4 | $2.88M | Sell |
9,113
-75
| -0.8% | -$23.7K | 1.29% | 18 |
|
|
2024
Q3 | $2.53M | Sell |
9,188
-80
| -0.9% | -$22K | 1.2% | 22 |
|
|
2024
Q2 | $2.43M | Sell |
9,268
-49
| -0.5% | -$12.9K | 1.22% | 19 |
|
|
2024
Q1 | $2.6M | Sell |
9,317
-12
| -0.1% | -$3.35K | 1.37% | 13 |
|
|
2023
Q4 | $2.43M | Sell |
9,329
-175
| -2% | -$45.6K | 1.4% | 15 |
|
|
2023
Q3 | $2.19M | Sell |
9,504
-100
| -1% | -$23K | 1.4% | 19 |
|
|
2023
Q2 | $2.28M | Sell |
9,604
-82
| -0.8% | -$19.5K | 1.39% | 22 |
|
|
2023
Q1 | $2.18M | Sell |
9,686
-132
| -1% | -$29.8K | 1.41% | 22 |
|
|
2022
Q4 | $2.04M | Hold |
9,818
| – | – | 1.36% | 19 |
|
|
2022
Q3 | $1.74M | Sell |
9,818
-270
| -3% | -$48K | 1.22% | 24 |
|
|
2022
Q2 | $1.99M | Sell |
10,088
-378
| -4% | -$74.4K | 1.35% | 20 |
|
|
2022
Q1 | $2.32M | Sell |
10,466
-187
| -2% | -$41.5K | 1.3% | 23 |
|
|
2021
Q4 | $2.43M | Sell |
10,653
-349
| -3% | -$79.6K | 1.27% | 23 |
|
|
2021
Q3 | $2.29M | Sell |
11,002
-240
| -2% | -$50K | 1.12% | 27 |
|
|
2021
Q2 | $2.67M | Buy |
11,242
+383
| +4% | +$91.1K | 1.42% | 21 |
|
|
2021
Q1 | $2.41M | Sell |
10,859
-660
| -6% | -$146K | 1.41% | 21 |
|
|
2020
Q4 | $2.52M | Sell |
11,519
-24
| -0.2% | -$5.25K | 1.6% | 18 |
|
|
2020
Q3 | $2.31M | Buy |
11,543
+401
| +4% | +$80.3K | 1.66% | 18 |
|
|
2020
Q2 | $2.18M | Buy |
11,142
+46
| +0.4% | +$9K | 1.86% | 17 |
|
|
2020
Q1 | $1.94M | Sell |
11,096
-431
| -4% | -$75.4K | 1.93% | 16 |
|
|
2019
Q4 | $2.17M | Buy |
+11,527
| New | +$2.17M | 1.96% | 17 |
|