Sutton Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $635K | Buy |
|
|||||
|
2023
Q2 | $598K | Buy |
|
|||||
|
2023
Q1 | $462K | Sell |
|
|||||
|
2022
Q4 | $1.39M | Sell |
|
|||||
|
2022
Q3 | $1.3M | Buy |
|
|||||
|
2022
Q2 | $1.31M | Buy |
|
|||||
|
2022
Q1 | $1.44M | Buy |
|
|||||
|
2021
Q4 | $1.4M | Buy |
|
|||||
|
2021
Q3 | $1.42M | Buy |
|
|||||
|
2021
Q2 | $1.47M | Buy |
|
|||||
|
2021
Q1 | $1.32M | Buy |
|
|||||
|
2020
Q4 | $1.35M | Buy |
|
|||||
|
2020
Q3 | $1.23M | Buy |
|
|||||
|
2020
Q2 | $1.15M | Buy |
|
|||||
|
2020
Q1 | $883K | Buy |
|
|||||
|
2019
Q4 | $1.02M | Hold |
|
|||||
|
2019
Q3 | $937K | Hold |
|
|||||
|
2019
Q2 | $945K | Buy |
|
|||||
|
2019
Q1 | $844K | Buy |
|
|||||
|
2018
Q4 | $706K | Buy |
|
|||||
|
2018
Q3 | $799K | Sell |
|
|||||
|
2018
Q2 | $707K | Hold |
|
|||||
|
2018
Q1 | $639K | Buy |
|
|||||
|
2017
Q4 | $608K | Buy |
|
|||||
|
2017
Q3 | $560K | Hold |
|
|||||
|
2017
Q2 | $499K | Buy |
|
|||||
|
2017
Q1 | $470K | Hold |
|
|||||
|
2016
Q4 | $412K | Hold |
|
|||||
|
2016
Q3 | $437K | Hold |
|
|||||
|
2016
Q2 | $392K | Hold |
|
|||||
|
2016
Q1 | $404K | Buy |
|