GM
GeoWealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38M | Buy |
15,149
+1,628
| +12% | +$578K | 0.21% | 60 |
|
|
2025
Q1 | $4.74M | Sell |
13,521
-3,788
| -22% | -$1.33M | 0.19% | 67 |
|
|
2024
Q4 | $5.47M | Buy |
17,309
+1,681
| +11% | +$531K | 0.18% | 90 |
|
|
2024
Q3 | $4.3M | Sell |
15,628
-5,767
| -27% | -$1.59M | 0.15% | 112 |
|
|
2024
Q2 | $5.62M | Buy |
21,395
+3,853
| +22% | +$1.01M | 0.24% | 62 |
|
|
2024
Q1 | $4.9M | Buy |
17,542
+8,158
| +87% | +$2.28M | 0.19% | 93 |
|
|
2023
Q4 | $2.44M | Buy |
9,384
+8,632
| +1,148% | +$2.25M | 0.2% | 104 |
|
|
2023
Q3 | $173K | Buy |
752
+99
| +15% | +$22.8K | 0.02% | 296 |
|
|
2023
Q2 | $155K | Buy |
653
+525
| +410% | +$125K | 0.02% | 258 |
|
|
2023
Q1 | $28K | Buy |
128
+2
| +2% | +$438 | ﹤0.01% | 303 |
|
|
2022
Q4 | $26K | Sell |
126
-167
| -57% | -$34.5K | ﹤0.01% | 305 |
|
|
2022
Q3 | $51K | Buy |
293
+25
| +9% | +$4.35K | 0.01% | 289 |
|
|
2022
Q2 | $54K | Buy |
268
+152
| +131% | +$30.6K | 0.01% | 274 |
|
|
2022
Q1 | $26K | Buy |
116
+1
| +0.9% | +$224 | ﹤0.01% | 359 |
|
|
2021
Q4 | $25K | Buy |
115
+8
| +7% | +$1.74K | ﹤0.01% | 344 |
|
|
2021
Q3 | $24K | Sell |
107
-223
| -68% | -$50K | ﹤0.01% | 360 |
|
|
2021
Q2 | $77K | Buy |
+330
| New | +$77K | 0.01% | 222 |
|
|
2021
Q1 | – | Sell |
-2,463
| Closed | -$538K | – | 241 |
|
|
2020
Q4 | $538K | Buy |
+2,463
| New | +$538K | 0.09% | 139 |
|
|
2019
Q4 | – | Sell |
-3,131
| Closed | -$538K | – | 211 |
|
|
2019
Q3 | $538K | Buy |
+3,131
| New | +$538K | 0.12% | 96 |
|