GIM
Generate Investment Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
+28,527
| New | +$10.1M | 0.56% | 49 |
|
|
2025
Q1 | – | Sell |
-49,845
| Closed | -$15.8M | – | 95 |
|
|
2024
Q4 | $15.8M | Sell |
49,845
-20,079
| -29% | -$6.35M | 1.1% | 33 |
|
|
2024
Q3 | $19.2M | Sell |
69,924
-30,755
| -31% | -$8.46M | 1.28% | 29 |
|
|
2024
Q2 | $26.4M | Sell |
100,679
-1,760
| -2% | -$462K | 1.55% | 15 |
|
|
2024
Q1 | $28.6M | Sell |
102,439
-19,767
| -16% | -$5.52M | 2.07% | 13 |
|
|
2023
Q4 | $31.8M | Buy |
+122,206
| New | +$31.8M | 2.75% | 8 |
|