GA
Geller Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.49M | Sell |
11,044
-43
| -0.4% | -$13.6K | 0.23% | 28 |
|
|
2024
Q3 | $3.05M | Buy |
11,087
+82
| +0.7% | +$22.5K | 0.21% | 33 |
|
|
2024
Q2 | $2.89M | Sell |
11,005
-10
| -0.1% | -$2.63K | 0.21% | 31 |
|
|
2024
Q1 | $3.07M | Buy |
11,015
+289
| +3% | +$80.7K | 0.25% | 29 |
|
|
2023
Q4 | $2.79M | Buy |
10,726
+41
| +0.4% | +$10.7K | 0.27% | 24 |
|
|
2023
Q3 | $2.46M | Sell |
10,685
-139
| -1% | -$32K | 0.29% | 25 |
|
|
2023
Q2 | $2.57M | Buy |
10,824
+3,213
| +42% | +$763K | 0.32% | 21 |
|
|
2023
Q1 | $1.72M | Buy |
7,611
+173
| +2% | +$39K | 0.25% | 19 |
|
|
2022
Q4 | $1.55M | Buy |
7,438
+2,144
| +40% | +$445K | 0.26% | 16 |
|
|
2022
Q3 | $940K | Sell |
5,294
-2,322
| -30% | -$412K | 0.2% | 23 |
|
|
2022
Q2 | $1.5M | Sell |
7,616
-1,063
| -12% | -$209K | 0.31% | 17 |
|
|
2022
Q1 | $1.93M | Buy |
8,679
+4,072
| +88% | +$903K | 0.36% | 15 |
|
|
2021
Q4 | $998K | Sell |
4,607
-1
| -0% | -$217 | 0.19% | 30 |
|
|
2021
Q3 | $1.03M | Buy |
4,608
+74
| +2% | +$16.5K | 0.22% | 26 |
|
|
2021
Q2 | $1.06M | Buy |
4,534
+6
| +0.1% | +$1.4K | 0.23% | 21 |
|
|
2021
Q1 | $959K | Buy |
4,528
+1,096
| +32% | +$232K | 0.23% | 19 |
|
|
2020
Q4 | $984K | Hold |
3,432
| – | – | 0.25% | 17 |
|
|
2020
Q3 | $686K | Sell |
3,432
-6
| -0.2% | -$1.2K | 0.2% | 22 |
|
|
2020
Q2 | $664K | Buy |
3,438
+875
| +34% | +$169K | 0.2% | 17 |
|
|
2020
Q1 | $413K | Buy |
2,563
+515
| +25% | +$83K | 0.12% | 29 |
|
|
2019
Q4 | $385K | Sell |
2,048
-178
| -8% | -$33.5K | 0.12% | 27 |
|
|
2019
Q3 | $383K | Buy |
+2,226
| New | +$383K | 0.14% | 32 |
|