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Summit Financial Wealth Advisors’s Visa V Stock Holding History

Summit Financial Wealth Advisors’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$779K Buy
2,222
+7
+0.3% +$2.45K 0.15% 68
2024
Q4 		$766K Hold
2,215
– – 0.15% 73
2024
Q3 		$609K Sell
2,215
-74
-3% -$20.3K 0.11% 80
2024
Q2 		$601K Buy
2,289
+40
+2% +$10.5K 0.12% 73
2024
Q1 		$628K Sell
2,249
-1
-0% -$279 0.13% 74
2023
Q4 		$586K Hold
2,250
– – 0.13% 72
2023
Q3 		$551K Sell
2,250
-75
-3% -$18.4K 0.14% 69
2023
Q2 		$552K Sell
2,325
-200
-8% -$47.5K 0.13% 72
2023
Q1 		$569K Sell
2,525
-523
-17% -$118K 0.14% 75
2022
Q4 		$633K Buy
3,048
+523
+21% +$109K 0.15% 73
2022
Q3 		$516K Hold
2,525
– – 0.15% 69
2022
Q2 		$541K Sell
2,525
-200
-7% -$42.9K 0.13% 75
2022
Q1 		$604K Buy
2,725
+216
+9% +$47.9K 0.12% 71
2021
Q4 		$558K Buy
2,509
+200
+9% +$44.5K 0.11% 82
2021
Q3 		$514K Hold
2,309
– – 0.12% 81
2021
Q2 		$540K Hold
2,309
– – 0.12% 77
2021
Q1 		$505K Hold
2,309
– – 0.13% 70
2020
Q4 		$462K Hold
2,309
– – 0.13% 70
2020
Q3 		$427K Hold
2,309
– – 0.11% 78
2020
Q2 		$450K Buy
2,309
+34
+1% +$6.63K 0.12% 78
2020
Q1 		$385K Hold
2,275
– – 0.12% 84
2019
Q4 		$459K Hold
2,275
– – 0.11% 95
2019
Q3 		$403K Hold
2,275
– – 0.1% 110
2019
Q2 		$395K Hold
2,275
– – 0.1% 110
2019
Q1 		$360K Hold
2,275
– – 0.1% 98
2018
Q4 		$300K Hold
2,275
– – 0.1% 97
2018
Q3 		$312K Sell
2,275
-1,091
-32% -$150K 0.09% 107
2018
Q2 		$403K Hold
3,366
– – 0.13% 92
2018
Q1 		$403K Hold
3,366
– – 0.13% 94
2017
Q4 		$384K Buy
3,366
+19
+0.6% +$2.17K 0.13% 95
2017
Q3 		$352K Hold
3,347
– – 0.13% 100
2017
Q2 		$314K Sell
3,347
-95
-3% -$8.91K 0.12% 112
2017
Q1 		$306K Hold
3,442
– – 0.13% 115
2016
Q4 		$269K Sell
3,442
-15
-0.4% -$1.17K 0.12% 116
2016
Q3 		$286K Hold
3,457
– – 0.12% 115
2016
Q2 		$256K Sell
3,457
-45
-1% -$3.33K 0.11% 118
2016
Q1 		$268K Buy
+3,502
New +$268K 0.12% 113
2015
Q4 		– Sell
-2,320
Closed -$161K – 210
2015
Q3 		$161K Buy
2,320
+2,200
+1,833% +$153K 0.1% 85
2015
Q2 		$8K Hold
120
– – 0.01% 236
2015
Q1 		$8K Buy
120
+90
+300% +$6K 0.01% 204
2014
Q4 		$8K Buy
+30
New +$8K 0.01% 205