GC
Garde Capital’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Buy |
2,640
+97
| +4% | +$34.4K | 0.05% | 109 |
|
|
2025
Q1 | $891K | Sell |
2,543
-53
| -2% | -$18.6K | 0.05% | 111 |
|
|
2024
Q4 | $820K | Buy |
2,596
+161
| +7% | +$50.9K | 0.05% | 110 |
|
|
2024
Q3 | $670K | Sell |
2,435
-53
| -2% | -$14.6K | 0.04% | 125 |
|
|
2024
Q2 | $653K | Buy |
2,488
+1
| +0% | +$262 | 0.05% | 121 |
|
|
2024
Q1 | $694K | Sell |
2,487
-74
| -3% | -$20.7K | 0.05% | 123 |
|
|
2023
Q4 | $667K | Buy |
2,561
+47
| +2% | +$12.2K | 0.05% | 118 |
|
|
2023
Q3 | $578K | Sell |
2,514
-2,342
| -48% | -$538K | 0.05% | 122 |
|
|
2023
Q2 | $1.15M | Buy |
4,856
+2,282
| +89% | +$542K | 0.1% | 87 |
|
|
2023
Q1 | $580K | Sell |
2,574
-75
| -3% | -$16.9K | 0.06% | 111 |
|
|
2022
Q4 | $550K | Sell |
2,649
-140
| -5% | -$29.1K | 0.07% | 112 |
|
|
2022
Q3 | $495K | Sell |
2,789
-82
| -3% | -$14.6K | 0.06% | 111 |
|
|
2022
Q2 | $565K | Sell |
2,871
-24
| -0.8% | -$4.72K | 0.07% | 108 |
|
|
2022
Q1 | $642K | Sell |
2,895
-142
| -5% | -$31.5K | 0.07% | 113 |
|
|
2021
Q4 | $658K | Buy |
3,037
+275
| +10% | +$59.6K | 0.06% | 112 |
|
|
2021
Q3 | $615K | Sell |
2,762
-16
| -0.6% | -$3.56K | 0.06% | 112 |
|
|
2021
Q2 | $650K | Buy |
2,778
+15
| +0.5% | +$3.51K | 0.07% | 109 |
|
|
2021
Q1 | $585K | Hold |
2,763
| – | – | 0.07% | 116 |
|
|
2020
Q4 | $604K | Buy |
2,763
+50
| +2% | +$10.9K | 0.07% | 102 |
|
|
2020
Q3 | $543K | Buy |
2,713
+20
| +0.7% | +$4K | 0.08% | 96 |
|
|
2020
Q2 | $520K | Buy |
2,693
+334
| +14% | +$64.5K | 0.08% | 89 |
|
|
2020
Q1 | $380K | Sell |
2,359
-150
| -6% | -$24.2K | 0.07% | 98 |
|
|
2019
Q4 | $471K | Sell |
2,509
-139
| -5% | -$26.1K | 0.07% | 94 |
|
|
2019
Q3 | $455K | Buy |
2,648
+301
| +13% | +$51.7K | 0.07% | 91 |
|
|
2019
Q2 | $407K | Sell |
2,347
-432
| -16% | -$74.9K | 0.07% | 100 |
|
|
2019
Q1 | $434K | Buy |
2,779
+365
| +15% | +$57K | 0.07% | 92 |
|
|
2018
Q4 | $319K | Buy |
2,414
+540
| +29% | +$71.4K | 0.06% | 138 |
|
|
2018
Q3 | $266K | Buy |
1,874
+215
| +13% | +$30.5K | 0.04% | 150 |
|
|
2018
Q2 | $220K | Buy |
+1,659
| New | +$220K | 0.04% | 164 |
|