GWAG
Garrett Wealth Advisory Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $851K | Buy |
2,397
+14
| +0.6% | +$4.97K | 0.18% | 39 |
|
|
2025
Q1 | $835K | Buy |
2,383
+733
| +44% | +$257K | 0.19% | 38 |
|
|
2024
Q4 | $522K | Buy |
1,650
+655
| +66% | +$207K | 0.12% | 51 |
|
|
2024
Q3 | $274K | Buy |
995
+1
| +0.1% | +$275 | 0.07% | 78 |
|
|
2024
Q2 | $261K | Buy |
994
+16
| +2% | +$4.2K | 0.1% | 74 |
|
|
2024
Q1 | $273K | Sell |
978
-8
| -0.8% | -$2.23K | 0.11% | 56 |
|
|
2023
Q4 | $257K | Sell |
986
-65
| -6% | -$16.9K | 0.11% | 53 |
|
|
2023
Q3 | $242K | Sell |
1,051
-48
| -4% | -$11K | 0.11% | 52 |
|
|
2023
Q2 | $261K | Buy |
+1,099
| New | +$261K | 0.12% | 49 |
|
|
2021
Q4 | – | Sell |
-926
| Closed | -$206K | – | 63 |
|
|
2021
Q3 | $206K | Buy |
+926
| New | +$206K | 0.13% | 54 |
|
|
2020
Q3 | – | Sell |
-1,167
| Closed | -$227K | – | 50 |
|
|
2020
Q2 | $227K | Buy |
+1,167
| New | +$227K | 0.18% | 45 |
|
|
2019
Q4 | – | Sell |
-1,055
| Closed | -$182K | – | 610 |
|
|
2019
Q3 | $182K | Buy |
+1,055
| New | +$182K | 0.13% | 54 |
|