SWM
StoneCrest Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Sell |
1,347
-29
| -2% | -$10.3K | 0.23% | 61 |
|
|
2025
Q1 | $482K | Hold |
1,376
| – | – | 0.31% | 52 |
|
|
2024
Q4 | $435K | Hold |
1,376
| – | – | 0.28% | 52 |
|
|
2024
Q3 | $378K | Sell |
1,376
-447
| -25% | -$123K | 0.28% | 52 |
|
|
2024
Q2 | $478K | Sell |
1,823
-10
| -0.5% | -$2.63K | 0.37% | 41 |
|
|
2024
Q1 | $512K | Sell |
1,833
-45
| -2% | -$12.6K | 0.44% | 38 |
|
|
2023
Q4 | $489K | Buy |
+1,878
| New | +$489K | 0.47% | 37 |
|