GeoWealth Management’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 | $5.38M | Buy |
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|
2025
Q1 | $4.74M | Sell |
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|
2024
Q4 | $5.47M | Buy |
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|
2024
Q3 | $4.3M | Sell |
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|
2024
Q2 | $5.62M | Buy |
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|
2024
Q1 | $4.9M | Buy |
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|
2023
Q4 | $2.44M | Buy |
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|
2023
Q3 | $173K | Buy |
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|
2023
Q2 | $155K | Buy |
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|
2023
Q1 | $28K | Buy |
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|
2022
Q4 | $26K | Sell |
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|
2022
Q3 | $51K | Buy |
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|
2022
Q2 | $54K | Buy |
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|
2022
Q1 | $26K | Buy |
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|
2021
Q4 | $25K | Buy |
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|
2021
Q3 | $24K | Sell |
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|
2021
Q2 | $77K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $538K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $538K | Buy |
|