GWA
Geometric Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
1,130
+20
| +2% | +$7.1K | 0.06% | 55 |
|
|
2025
Q1 | $389K | Buy |
1,110
+1
| +0.1% | +$350 | 0.07% | 56 |
|
|
2024
Q4 | $350K | Hold |
1,109
| – | – | 0.06% | 57 |
|
|
2024
Q3 | $305K | Hold |
1,109
| – | – | 0.06% | 56 |
|
|
2024
Q2 | $291K | Buy |
1,109
+64
| +6% | +$16.8K | 0.06% | 52 |
|
|
2024
Q1 | $292K | Hold |
1,045
| – | – | 0.07% | 37 |
|
|
2023
Q4 | $272K | Sell |
1,045
-5
| -0.5% | -$1.3K | 0.07% | 36 |
|
|
2023
Q3 | $242K | Hold |
1,050
| – | – | 0.08% | 34 |
|
|
2023
Q2 | $255K | Sell |
1,050
-92
| -8% | -$22.4K | 0.08% | 33 |
|
|
2023
Q1 | $262K | Hold |
1,142
| – | – | 0.09% | 29 |
|
|
2022
Q4 | $237K | Hold |
1,142
| – | – | 0.1% | 27 |
|
|
2022
Q3 | $203K | Hold |
1,142
| – | – | 0.1% | 30 |
|
|
2022
Q2 | $225K | Sell |
1,142
-5
| -0.4% | -$985 | 0.11% | 31 |
|
|
2022
Q1 | $254K | Buy |
1,147
+5
| +0.4% | +$1.11K | 0.76% | 27 |
|
|
2021
Q4 | $247K | Buy |
+1,142
| New | +$247K | 0.12% | 18 |
|