GWP
Gateway Wealth Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $800K | Buy |
2,253
+239
| +12% | +$84.8K | 0.15% | 151 |
|
|
2025
Q1 | $706K | Buy |
2,014
+251
| +14% | +$88K | 0.16% | 142 |
|
|
2024
Q4 | $557K | Buy |
1,763
+368
| +26% | +$116K | 0.14% | 152 |
|
|
2024
Q3 | $383K | Buy |
1,395
+42
| +3% | +$11.5K | 0.11% | 177 |
|
|
2024
Q2 | $355K | Sell |
1,353
-32
| -2% | -$8.4K | 0.11% | 181 |
|
|
2024
Q1 | $387K | Buy |
1,385
+93
| +7% | +$26K | 0.14% | 142 |
|
|
2023
Q4 | $336K | Sell |
1,292
-1,734
| -57% | -$452K | 0.14% | 141 |
|
|
2023
Q3 | $696K | Buy |
3,026
+414
| +16% | +$95.2K | 0.13% | 105 |
|
|
2023
Q2 | $620K | Sell |
2,612
-137
| -5% | -$32.5K | 0.11% | 109 |
|
|
2023
Q1 | $620K | Buy |
2,749
+257
| +10% | +$57.9K | 0.1% | 102 |
|
|
2022
Q4 | $518K | Buy |
+2,492
| New | +$518K | 0.09% | 104 |
|