SWA

Sutton Wealth Advisors’s Visa V Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$635K	Buy	2,761 +242	+10%	+$55.7K	0.31%	56
2023 Q2	$598K	Buy	2,519 +472	+23%	+$112K	0.29%	57
2023 Q1	$462K	Sell	2,047 -4,624	-69%	-$1.04M	0.25%	68
2022 Q4	$1.39M	Sell	6,671 -623	-9%	-$129K	0.53%	34
2022 Q3	$1.3M	Buy	7,294 +647	+10%	+$115K	0.53%	34
2022 Q2	$1.31M	Buy	6,647 +155	+2%	+$30.5K	0.52%	38
2022 Q1	$1.44M	Buy	6,492 +51	+0.8%	+$11.3K	0.5%	39
2021 Q4	$1.4M	Buy	6,441 +74	+1%	+$16K	0.47%	40
2021 Q3	$1.42M	Buy	6,367 +90	+1%	+$20K	0.52%	39
2021 Q2	$1.47M	Buy	6,277 +51	+0.8%	+$11.9K	0.54%	38
2021 Q1	$1.32M	Buy	6,226 +39	+0.6%	+$8.26K	0.52%	37
2020 Q4	$1.35M	Buy	6,187 +60	+1%	+$13.1K	0.57%	34
2020 Q3	$1.23M	Buy	6,127 +185	+3%	+$37K	0.59%	32
2020 Q2	$1.15M	Buy	5,942 +462	+8%	+$89.2K	0.6%	33
2020 Q1	$883K	Buy	5,480 +33	+0.6%	+$5.32K	0.56%	37
2019 Q4	$1.02M	Hold	5,447	–	–	0.52%	38
2019 Q3	$937K	Hold	5,447	–	–	0.52%	37
2019 Q2	$945K	Buy	5,447 +42	+0.8%	+$7.29K	0.54%	33
2019 Q1	$844K	Buy	5,405 +52	+1%	+$8.12K	0.49%	38
2018 Q4	$706K	Buy	5,353 +32	+0.6%	+$4.22K	0.46%	40
2018 Q3	$799K	Sell	5,321 -17	-0.3%	-$2.55K	0.52%	30
2018 Q2	$707K	Hold	5,338	–	–	0.49%	33
2018 Q1	$639K	Buy	5,338 +7	+0.1%	+$837	0.46%	37
2017 Q4	$608K	Buy	5,331 +10	+0.2%	+$1.14K	0.45%	40
2017 Q3	$560K	Hold	5,321	–	–	0.43%	43
2017 Q2	$499K	Buy	5,321 +37	+0.7%	+$3.47K	0.4%	46
2017 Q1	$470K	Hold	5,284	–	–	0.39%	46
2016 Q4	$412K	Hold	5,284	–	–	0.37%	50
2016 Q3	$437K	Hold	5,284	–	–	0.4%	45
2016 Q2	$392K	Hold	5,284	–	–	0.37%	48
2016 Q1	$404K	Buy	+5,284	New	+$404K	0.38%	49