SUGARLOAF WEALTH MANAGEMENT, LLC – Visa Inc. Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$2.67M
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-9.77%
quarter
Visa Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.20% | 606 shares | -168K | $177.65 | 15.03K |
| Q2 2022 | share | Increase | +9.68% | 1.27K shares | -97K | $196.89 | 14.42K |
| Q1 2022 | share | Increase | +4.35% | 548 shares | 206K | $221.77 | 13.15K |
| Q4 2021 | share | Increase | +12.79% | 1.43K shares | 242K | $217.87 | 12.60K |
| Q3 2021 | share | Increase | +6.58% | 690 shares | 36K | $222.36 | 11.17K |
| Q2 2021 | share | Increase | +7.56% | 737 shares | 390K | $233.09 | 10.48K |
| Q1 2021 | share | Increase | +16.10% | 1.35K shares | 227K | $210.77 | 9.75K |
| Q4 2020 | share | Decrease | -0.85% | -72 shares | 138K | $217.41 | 8.39K |
| Q3 2020 | share | Decrease | -0.07% | -6 shares | 62K | $198.46 | 8.47K |
| Q2 2020 | share | Increase | +2.60% | 215 shares | 306K | $191.42 | 8.47K |
| Q1 2020 | share | Increase | +42.04% | 2.44K shares | 238K | $159.39 | 8.26K |
| Q4 2019 | share | Increase | 0.00% | 5.81K shares | 1.09M | $185.61 | 5.81K |