SSWM
Strait & Sound Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.15M | Sell |
14,500
-157
| -1% | -$55.7K | 2.19% | 10 |
|
|
2025
Q1 | $5.14M | Sell |
14,657
-158
| -1% | -$55.4K | 2.39% | 9 |
|
|
2024
Q4 | $4.68M | Sell |
14,815
-355
| -2% | -$112K | 2.17% | 9 |
|
|
2024
Q3 | $4.17M | Sell |
15,170
-3
| -0% | -$825 | 2.03% | 10 |
|
|
2024
Q2 | $3.98M | Sell |
15,173
-44
| -0.3% | -$11.5K | 2.03% | 9 |
|
|
2024
Q1 | $4.19M | Sell |
15,217
-34
| -0.2% | -$9.37K | 2.34% | 9 |
|
|
2023
Q4 | $4.07M | Buy |
15,251
+14
| +0.1% | +$3.73K | 2.54% | 7 |
|
|
2023
Q3 | $3.5M | Sell |
15,237
-20
| -0.1% | -$4.6K | 3.01% | 6 |
|
|
2023
Q2 | $3.62M | Sell |
15,257
-427
| -3% | -$101K | 3.59% | 5 |
|
|
2023
Q1 | $3.54M | Buy |
15,684
+12
| +0.1% | +$2.71K | 3.52% | 5 |
|
|
2022
Q4 | $3.49M | Buy |
+15,672
| New | +$3.49M | 3.82% | 4 |
|