SWM
Sugarloaf Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.36M | Sell |
13,794
-583
| -4% | -$184K | 0.82% | 20 |
|
|
2024
Q3 | $3.95M | Buy |
14,377
+305
| +2% | +$83.9K | 0.75% | 24 |
|
|
2024
Q2 | $3.69M | Buy |
14,072
+134
| +1% | +$35.2K | 0.75% | 23 |
|
|
2024
Q1 | $3.89M | Buy |
13,938
+552
| +4% | +$154K | 0.81% | 22 |
|
|
2023
Q4 | $3.49M | Buy |
13,386
+415
| +3% | +$108K | 0.84% | 18 |
|
|
2023
Q3 | $2.98M | Sell |
12,971
-864
| -6% | -$199K | 0.75% | 19 |
|
|
2023
Q2 | $3.29M | Sell |
13,835
-790
| -5% | -$188K | 0.77% | 16 |
|
|
2023
Q1 | $3.3M | Sell |
14,625
-661
| -4% | -$149K | 0.81% | 15 |
|
|
2022
Q4 | $3.18M | Buy |
15,286
+251
| +2% | +$52.1K | 0.8% | 16 |
|
|
2022
Q3 | $2.67M | Buy |
15,035
+606
| +4% | +$108K | 0.68% | 18 |
|
|
2022
Q2 | $2.84M | Buy |
14,429
+1,274
| +10% | +$251K | 0.71% | 17 |
|
|
2022
Q1 | $2.94M | Buy |
13,155
+548
| +4% | +$122K | 0.7% | 22 |
|
|
2021
Q4 | $2.73M | Buy |
12,607
+1,430
| +13% | +$310K | 0.65% | 23 |
|
|
2021
Q3 | $2.49M | Buy |
11,177
+690
| +7% | +$154K | 0.65% | 20 |
|
|
2021
Q2 | $2.45M | Buy |
10,487
+737
| +8% | +$172K | 0.67% | 19 |
|
|
2021
Q1 | $2.06K | Buy |
9,750
+1,352
| +16% | +$286 | 0.62% | 23 |
|
|
2020
Q4 | $1.84M | Sell |
8,398
-72
| -0.9% | -$15.7K | 0.61% | 24 |
|
|
2020
Q3 | $1.7M | Sell |
8,470
-6
| -0.1% | -$1.2K | 0.62% | 25 |
|
|
2020
Q2 | $1.64M | Buy |
8,476
+215
| +3% | +$41.5K | 0.63% | 24 |
|
|
2020
Q1 | $1.33M | Buy |
8,261
+2,445
| +42% | +$394K | 0.6% | 24 |
|
|
2019
Q4 | $1.09M | Buy |
+5,816
| New | +$1.09M | 0.46% | 39 |
|