GWMR
GC Wealth Management RIA’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Buy |
39,994
+30,372
| +316% | +$10.8M | 1.16% | 10 |
|
|
2025
Q1 | $3.37M | Sell |
9,622
-1,238
| -11% | -$434K | 0.62% | 38 |
|
|
2024
Q4 | $3.43M | Sell |
10,860
-3,370
| -24% | -$1.07M | 0.6% | 36 |
|
|
2024
Q3 | $3.91M | Sell |
14,230
-2,054
| -13% | -$565K | 0.68% | 29 |
|
|
2024
Q2 | $4.27M | Buy |
16,284
+1,075
| +7% | +$282K | 0.84% | 23 |
|
|
2024
Q1 | $4.24M | Buy |
15,209
+3,787
| +33% | +$1.06M | 0.85% | 24 |
|
|
2023
Q4 | $2.97M | Buy |
+11,422
| New | +$2.97M | 1.34% | 15 |
|