Galvin Gaustad & Stein’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21M | Sell |
59,228
-21,140
| -26% | -$7.51M | 1.81% | 19 |
|
|
2025
Q1 | $28.2M | Sell |
80,368
-4,388
| -5% | -$1.54M | 2.52% | 5 |
|
|
2024
Q4 | $26.8M | Sell |
84,756
-1,025
| -1% | -$324K | 2.4% | 10 |
|
|
2024
Q3 | $23.6M | Buy |
85,781
+1,109
| +1% | +$305K | 2.1% | 12 |
|
|
2024
Q2 | $22.2M | Buy |
84,672
+1,549
| +2% | +$407K | 2.07% | 14 |
|
|
2024
Q1 | $23.2M | Sell |
83,123
-1,705
| -2% | -$476K | 2.14% | 14 |
|
|
2023
Q4 | $22.1M | Buy |
84,828
+7,044
| +9% | +$1.83M | 2.07% | 18 |
|
|
2023
Q3 | $17.9M | Buy |
77,784
+927
| +1% | +$213K | 1.81% | 24 |
|
|
2023
Q2 | $18.3M | Buy |
76,857
+30,675
| +66% | +$7.28M | 1.77% | 23 |
|
|
2023
Q1 | $10.4M | Buy |
46,182
+3,568
| +8% | +$804K | 1.03% | 42 |
|
|
2022
Q4 | $8.85M | Buy |
42,614
+7,198
| +20% | +$1.5M | 0.89% | 46 |
|
|
2022
Q3 | $6.29M | Buy |
35,416
+3,492
| +11% | +$620K | 0.67% | 52 |
|
|
2022
Q2 | $6.29M | Buy |
31,924
+2,145
| +7% | +$422K | 0.64% | 53 |
|
|
2022
Q1 | $6.6M | Buy |
29,779
+1,412
| +5% | +$313K | 0.6% | 62 |
|
|
2021
Q4 | $6.15M | Buy |
28,367
+222
| +0.8% | +$48.1K | 0.53% | 65 |
|
|
2021
Q3 | $6.27M | Sell |
28,145
-297
| -1% | -$66.2K | 0.61% | 57 |
|
|
2021
Q2 | $6.65M | Buy |
28,442
+6,848
| +32% | +$1.6M | 0.63% | 58 |
|
|
2021
Q1 | $4.57M | Buy |
21,594
+1,607
| +8% | +$340K | 0.46% | 66 |
|
|
2020
Q4 | $4.37M | Buy |
+19,987
| New | +$4.37M | 0.46% | 64 |
|