SWS Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $344K | Sell |
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|
2025
Q2 | $367K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $281K | Buy |
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|
2024
Q3 | $244K | Buy |
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|
2024
Q2 | $232K | Sell |
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|
2024
Q1 | $253K | Buy |
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|
2023
Q4 | $230K | Buy |
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|
2023
Q3 | $203K | Sell |
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|
2023
Q2 | $218K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $268K | Buy |
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|
2021
Q3 | $230K | Hold |
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|
2021
Q2 | $242K | Sell |
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|
2021
Q1 | $265K | Sell |
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|
2020
Q4 | $290K | Buy |
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|
2020
Q3 | $250K | Buy |
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|
2019
Q3 | $539K | Buy |
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|
2019
Q2 | $539K | Buy |
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|
2018
Q4 | $458K | Buy |
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|
2018
Q3 | $520K | Buy |
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|
2018
Q2 | $458K | Sell |
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|
2018
Q1 | $460K | Sell |
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|
2017
Q4 | $464K | Buy |
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