Sweet Financial Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.96M | Sell |
|
|||||
|
2024
Q2 | $3.81M | Buy |
|
|||||
|
2024
Q1 | $3.92M | Buy |
|
|||||
|
2023
Q4 | $3.43M | Buy |
|
|||||
|
2023
Q3 | $2.72M | Buy |
|
|||||
|
2023
Q2 | $2.73M | Buy |
|
|||||
|
2023
Q1 | $2.14M | Buy |
|
|||||
|
2022
Q4 | $1.73M | Buy |
|
|||||
|
2022
Q3 | $1.38M | Buy |
|
|||||
|
2022
Q2 | $1.47M | Buy |
|
|||||
|
2022
Q1 | $1.46M | Buy |
|
|||||
|
2021
Q4 | $789K | Buy |
|