Sugarloaf Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.36M | Sell |
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|
2024
Q3 | $3.95M | Buy |
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|
2024
Q2 | $3.69M | Buy |
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|
2024
Q1 | $3.89M | Buy |
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|
2023
Q4 | $3.49M | Buy |
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|
2023
Q3 | $2.98M | Sell |
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|
2023
Q2 | $3.29M | Sell |
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|
2023
Q1 | $3.3M | Sell |
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|
2022
Q4 | $3.18M | Buy |
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|
2022
Q3 | $2.67M | Buy |
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|
2022
Q2 | $2.84M | Buy |
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|
2022
Q1 | $2.94M | Buy |
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|
2021
Q4 | $2.73M | Buy |
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|
2021
Q3 | $2.49M | Buy |
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|
2021
Q2 | $2.45M | Buy |
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|
2021
Q1 | $2.06K | Buy |
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|
2020
Q4 | $1.84M | Sell |
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|
2020
Q3 | $1.7M | Sell |
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|
2020
Q2 | $1.64M | Buy |
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|
2020
Q1 | $1.33M | Buy |
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|
2019
Q4 | $1.09M | Buy |
|