Strategic Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
+32,001
| New | +$11.4M | 0.89% | 30 |
|
|
2024
Q4 | $13.7M | Buy |
38,407
+2,258
| +6% | +$803K | 1.13% | 21 |
|
|
2024
Q3 | $9.94M | Sell |
36,149
-145
| -0.4% | -$39.9K | 0.96% | 26 |
|
|
2024
Q2 | $9.53M | Sell |
36,294
-896
| -2% | -$235K | 0.99% | 21 |
|
|
2024
Q1 | $10.4M | Buy |
37,190
+2,141
| +6% | +$598K | 1.14% | 17 |
|
|
2023
Q4 | $9.13M | Buy |
35,049
+3,581
| +11% | +$932K | 1.12% | 15 |
|
|
2023
Q3 | $7.24M | Buy |
31,468
+733
| +2% | +$169K | 0.95% | 16 |
|
|
2023
Q2 | $7.3M | Buy |
30,735
+16,265
| +112% | +$3.86M | 0.94% | 18 |
|
|
2023
Q1 | $3.26M | Buy |
14,470
+1,517
| +12% | +$342K | 0.5% | 57 |
|
|
2022
Q4 | $2.69M | Buy |
12,953
+1,226
| +10% | +$255K | 0.5% | 58 |
|
|
2022
Q3 | $2.08M | Buy |
11,727
+303
| +3% | +$53.8K | 0.44% | 77 |
|
|
2022
Q2 | $2.25M | Buy |
11,424
+698
| +7% | +$137K | 0.49% | 71 |
|
|
2022
Q1 | $2.38M | Buy |
10,726
+428
| +4% | +$94.9K | 0.46% | 74 |
|
|
2021
Q4 | $2.23M | Buy |
10,298
+291
| +3% | +$63.1K | 0.42% | 74 |
|
|
2021
Q3 | $2.23M | Buy |
10,007
+1,914
| +24% | +$426K | 0.65% | 35 |
|
|
2021
Q2 | $1.89M | Buy |
8,093
+632
| +8% | +$148K | 0.62% | 40 |
|
|
2021
Q1 | $1.58M | Buy |
7,461
+932
| +14% | +$197K | 0.63% | 39 |
|
|
2020
Q4 | $1.43M | Sell |
6,529
-284
| -4% | -$62.1K | 0.6% | 40 |
|
|
2020
Q3 | $1.36M | Sell |
6,813
-2,030
| -23% | -$406K | 0.69% | 39 |
|
|
2020
Q2 | $1.71M | Sell |
8,843
-1,120
| -11% | -$216K | 0.88% | 26 |
|
|
2020
Q1 | $1.87M | Hold |
9,963
| – | – | 0.98% | 24 |
|
|
2019
Q4 | $1.87M | Sell |
9,963
-1,280
| -11% | -$241K | 0.97% | 24 |
|
|
2019
Q3 | $237K | Sell |
11,243
-1,998
| -15% | -$42.1K | 1.22% | 14 |
|
|
2019
Q2 | $2.3M | Sell |
13,241
-1,749
| -12% | -$304K | 1.11% | 16 |
|
|
2019
Q1 | $2.36M | Buy |
14,990
+1,291
| +9% | +$203K | 1.08% | 17 |
|
|
2018
Q4 | $1.93M | Sell |
13,699
-628
| -4% | -$88.6K | 0.98% | 16 |
|
|
2018
Q3 | $2.15M | Sell |
14,327
-241
| -2% | -$36.2K | 1.15% | 17 |
|
|
2018
Q2 | $1.93M | Sell |
14,568
-6,881
| -32% | -$911K | 1.12% | 15 |
|
|
2018
Q1 | $2.57M | Sell |
21,449
-723
| -3% | -$86.5K | 1.32% | 12 |
|
|
2017
Q4 | $2.49M | Buy |
+22,172
| New | +$2.49M | 1.38% | 12 |
|