Geometric Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
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|
2025
Q1 | $389K | Buy |
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|
2024
Q4 | $350K | Hold |
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|
2024
Q3 | $305K | Hold |
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|
2024
Q2 | $291K | Buy |
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|
2024
Q1 | $292K | Hold |
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|
2023
Q4 | $272K | Sell |
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|
2023
Q3 | $242K | Hold |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $262K | Hold |
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|
2022
Q4 | $237K | Hold |
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|
2022
Q3 | $203K | Hold |
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $254K | Buy |
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|
2021
Q4 | $247K | Buy |
|