Gallagher Fiduciary Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-820
| Closed | -$287K | – | 341 |
|
|
2025
Q1 | $287K | Buy |
820
+5
| +0.6% | +$1.75K | 0.01% | 243 |
|
|
2024
Q4 | $258K | Buy |
+815
| New | +$258K | 0.05% | 241 |
|
|
2024
Q1 | – | Sell |
-913
| Closed | -$238K | – | 204 |
|
|
2023
Q4 | $238K | Buy |
+913
| New | +$238K | 0.01% | 166 |
|