Strategic Wealth Investment Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
3,705
+46
| +1% | +$16.3K | 1.9% | 18 |
|
|
2025
Q1 | $1.28M | Sell |
3,659
-53,179
| -94% | -$18.6M | 2.23% | 16 |
|
|
2024
Q4 | $18M | Buy |
56,838
+591
| +1% | +$187K | 1.98% | 16 |
|
|
2024
Q3 | $15.6M | Buy |
56,247
+2,087
| +4% | +$579K | 1.67% | 18 |
|
|
2024
Q2 | $14.3M | Buy |
+54,160
| New | +$14.3M | 1.8% | 17 |
|
|
2023
Q4 | $11.7M | Buy |
45,047
+6,091
| +16% | +$1.59M | 1.76% | 18 |
|
|
2023
Q3 | $8.96M | Buy |
38,956
+4,595
| +13% | +$1.06M | 1.62% | 22 |
|
|
2023
Q2 | $8.16M | Buy |
34,361
+4,327
| +14% | +$1.03M | 1.29% | 26 |
|
|
2023
Q1 | $6.77M | Buy |
30,034
+4,560
| +18% | +$1.03M | 1.26% | 24 |
|
|
2022
Q4 | $5.59M | Buy |
25,474
+3,190
| +14% | +$700K | 1.29% | 21 |
|
|
2022
Q3 | $3.96M | Buy |
22,284
+662
| +3% | +$118K | 1.14% | 24 |
|
|
2022
Q2 | $4.26M | Sell |
21,622
-566
| -3% | -$111K | 1.07% | 24 |
|
|
2022
Q1 | $4.92M | Buy |
22,188
+3,735
| +20% | +$828K | 1.17% | 26 |
|
|
2021
Q4 | $4M | Buy |
18,453
+3,030
| +20% | +$657K | 1.04% | 31 |
|
|
2021
Q3 | $3.44M | Buy |
15,423
+3,337
| +28% | +$744K | 1.03% | 30 |
|
|
2021
Q2 | $2.83M | Buy |
12,086
+3,465
| +40% | +$810K | 1% | 29 |
|
|
2021
Q1 | $1.83M | Buy |
8,621
+2,037
| +31% | +$431K | 0.88% | 34 |
|
|
2020
Q4 | $1.44M | Buy |
6,584
+618
| +10% | +$135K | 0.84% | 32 |
|
|
2020
Q3 | $1.19M | Buy |
5,966
+857
| +17% | +$171K | 0.9% | 32 |
|
|
2020
Q2 | $987K | Buy |
5,109
+871
| +21% | +$168K | 0.97% | 29 |
|
|
2020
Q1 | $683K | Buy |
4,238
+533
| +14% | +$85.9K | 1.11% | 26 |
|
|
2019
Q4 | $696K | Buy |
+3,705
| New | +$696K | 0.72% | 31 |
|