Strategic Family Wealth Counselors’s Visa V Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.64M	Buy	7,444 +11	+0.1%	+$3.91K	0.75%	36
2025 Q1	$2.61M	Buy	7,433 +150	+2%	+$52.6K	0.85%	36
2024 Q4	$2.3M	Buy	7,283 +30	+0.4%	+$9.48K	0.75%	37
2024 Q3	$1.99M	Buy	7,253 +56	+0.8%	+$15.4K	0.7%	37
2024 Q2	$1.89M	Hold	7,197	–	–	0.72%	36
2024 Q1	$2.01M	Hold	7,197	–	–	0.79%	36
2023 Q4	$1.87M	Hold	7,197	–	–	0.79%	35
2023 Q3	$1.66M	Hold	7,197	–	–	0.8%	33
2023 Q2	$1.71M	Hold	7,197	–	–	0.79%	32
2023 Q1	$1.62M	Buy	7,197 +2,955	+70%	+$666K	0.77%	33
2022 Q4	$881K	Sell	4,242 -1	-0%	-$208	0.44%	46
2022 Q3	$754K	Sell	4,243 -38	-0.9%	-$6.75K	0.37%	42
2022 Q2	$843K	Buy	4,281 +84	+2%	+$16.5K	0.4%	41
2022 Q1	$931K	Hold	4,197	–	–	0.38%	39
2021 Q4	$910K	Hold	4,197	–	–	0.29%	46
2021 Q3	$935K	Buy	4,197 +6	+0.1%	+$1.34K	0.32%	41
2021 Q2	$980K	Buy	4,191 +5	+0.1%	+$1.17K	0.32%	39
2021 Q1	$886K	Buy	4,186 +6	+0.1%	+$1.27K	0.33%	40
2020 Q4	$914K	Buy	4,180 +82	+2%	+$17.9K	0.47%	35
2020 Q3	$820K	Sell	4,098 -50	-1%	-$10K	0.46%	35
2020 Q2	$801K	Buy	4,148 +7	+0.2%	+$1.35K	0.5%	35
2020 Q1	$667K	Sell	4,141 -54	-1%	-$8.7K	0.5%	34
2019 Q4	$788K	Buy	4,195 +7	+0.2%	+$1.32K	0.64%	31
2019 Q3	$720K	Buy	4,188 +121	+3%	+$20.8K	0.54%	33
2019 Q2	$706K	Buy	4,067 +6	+0.1%	+$1.04K	0.55%	33
2019 Q1	$634K	Buy	4,061 +7	+0.2%	+$1.09K	0.51%	33
2018 Q4	$535K	Buy	+4,054	New	+$535K	0.61%	31