Gentry Private Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Buy |
1,580
+5
| +0.3% | +$1.78K | 0.43% | 36 |
|
|
2025
Q1 | $552K | Buy |
+1,575
| New | +$552K | 0.45% | 42 |
|
|
2024
Q4 | – | Sell |
-1,861
| Closed | -$512K | – | 79 |
|
|
2024
Q3 | $512K | Buy |
1,861
+2
| +0.1% | +$550 | 0.42% | 37 |
|
|
2024
Q2 | $488K | Buy |
+1,859
| New | +$488K | 0.43% | 32 |
|