GWP
V icon

Gateway Wealth Partners’s Visa V Stock Holding History

Gateway Wealth Partners’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.56M Buy
8,470
+5,311
+168% +$1.71M 0.1% 217
2025
Q4 		$1.11M Buy
3,159
+13
+0.4% +$4.43K 0.12% 169
2025
Q3 		$1.07M Buy
3,146
+893
+40% +$309K 0.15% 150
2025
Q2 		$800K Buy
2,253
+239
+12% +$83.3K 0.15% 151
2025
Q1 		$706K Buy
2,014
+251
+14% +$84.9K 0.16% 142
2024
Q4 		$557K Buy
1,763
+368
+26% +$111K 0.14% 152
2024
Q3 		$383K Buy
1,395
+42
+3% +$11.4K 0.11% 177
2024
Q2 		$355K Sell
1,353
-32
-2% -$8.77K 0.11% 181
2024
Q1 		$387K Buy
1,385
+93
+7% +$25.7K 0.14% 142
2023
Q4 		$336K Sell
1,292
-1,734
-57% -$427K 0.14% 141
2023
Q3 		$696K Buy
3,026
+414
+16% +$99.5K 0.13% 105
2023
Q2 		$620K Sell
2,612
-137
-5% -$31.4K 0.11% 109
2023
Q1 		$620K Buy
2,749
+257
+10% +$57.2K 0.1% 102
2022
Q4 		$518K Buy
+2,492
New +$503K 0.09% 104

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