Geller Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.49M | Sell |
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|
2024
Q3 | $3.05M | Buy |
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|
2024
Q2 | $2.89M | Sell |
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|
2024
Q1 | $3.07M | Buy |
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|
2023
Q4 | $2.79M | Buy |
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|
2023
Q3 | $2.46M | Sell |
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|
2023
Q2 | $2.57M | Buy |
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|
2023
Q1 | $1.72M | Buy |
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|
2022
Q4 | $1.55M | Buy |
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|
2022
Q3 | $940K | Sell |
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|
2022
Q2 | $1.5M | Sell |
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|
2022
Q1 | $1.93M | Buy |
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|
2021
Q4 | $998K | Sell |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $959K | Buy |
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|
2020
Q4 | $984K | Hold |
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|
2020
Q3 | $686K | Sell |
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|
2020
Q2 | $664K | Buy |
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|
2020
Q1 | $413K | Buy |
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|
2019
Q4 | $385K | Sell |
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|
2019
Q3 | $383K | Buy |
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