GWM
GDS Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Buy |
49,011
+1,042
| +2% | +$370K | 1.27% | 28 |
|
|
2025
Q1 | $16.8M | Buy |
47,969
+2,651
| +6% | +$929K | 1.43% | 27 |
|
|
2024
Q4 | $14.3M | Buy |
45,318
+2,874
| +7% | +$908K | 1.3% | 36 |
|
|
2024
Q3 | $11.7M | Buy |
42,444
+3,771
| +10% | +$1.04M | 1.14% | 41 |
|
|
2024
Q2 | $10.2M | Buy |
38,673
+4,632
| +14% | +$1.22M | 1.11% | 44 |
|
|
2024
Q1 | $9.5M | Buy |
34,041
+4,727
| +16% | +$1.32M | 1.11% | 45 |
|
|
2023
Q4 | $7.63M | Buy |
29,314
+4,396
| +18% | +$1.14M | 1.03% | 43 |
|
|
2023
Q3 | $5.73M | Buy |
24,918
+3,045
| +14% | +$700K | 0.9% | 44 |
|
|
2023
Q2 | $5.19M | Buy |
21,873
+1,278
| +6% | +$303K | 0.84% | 42 |
|
|
2023
Q1 | $4.64M | Buy |
20,595
+2,221
| +12% | +$501K | 0.82% | 43 |
|
|
2022
Q4 | $3.82M | Buy |
18,374
+2,811
| +18% | +$584K | 0.73% | 45 |
|
|
2022
Q3 | $2.77M | Buy |
15,563
+1,411
| +10% | +$251K | 0.62% | 45 |
|
|
2022
Q2 | $2.79M | Buy |
14,152
+2,165
| +18% | +$426K | 0.62% | 42 |
|
|
2022
Q1 | $2.56M | Buy |
11,987
+1,391
| +13% | +$296K | 0.56% | 44 |
|
|
2021
Q4 | $2.3M | Buy |
+10,596
| New | +$2.3M | 0.51% | 43 |
|