SM
Sweeney & Michel’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Sell |
1,614
-102
| -6% | -$35.5K | 0.2% | 75 |
|
|
2025
Q1 | $529K | Buy |
+1,716
| New | +$529K | 0.23% | 69 |
|
|
2024
Q3 | $503K | Buy |
1,731
+12
| +0.7% | +$3.49K | 0.2% | 76 |
|
|
2024
Q2 | $456K | Sell |
1,719
-3
| -0.2% | -$796 | 0.19% | 70 |
|
|
2024
Q1 | $478K | Buy |
+1,722
| New | +$478K | 0.21% | 71 |
|
|
2023
Q3 | $369K | Buy |
1,514
+1
| +0.1% | +$244 | 0.19% | 77 |
|
|
2023
Q2 | $362K | Buy |
1,513
+6
| +0.4% | +$1.44K | 0.19% | 83 |
|
|
2023
Q1 | $344K | Buy |
+1,507
| New | +$344K | 0.18% | 86 |
|