Gerber Kawasaki Wealth & Investment Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Buy |
6,423
+161
| +3% | +$57.2K | 0.09% | 104 |
|
|
2025
Q1 | $2.19M | Buy |
6,262
+197
| +3% | +$69.1K | 0.1% | 104 |
|
|
2024
Q4 | $1.92M | Buy |
6,065
+253
| +4% | +$80K | 0.08% | 108 |
|
|
2024
Q3 | $1.6M | Sell |
5,812
-70
| -1% | -$19.2K | 0.07% | 114 |
|
|
2024
Q2 | $1.54M | Buy |
5,882
+100
| +2% | +$26.3K | 0.08% | 111 |
|
|
2024
Q1 | $1.61M | Buy |
5,782
+6
| +0.1% | +$1.68K | 0.09% | 110 |
|
|
2023
Q4 | $1.5M | Sell |
5,776
-412
| -7% | -$107K | 0.09% | 113 |
|
|
2023
Q3 | $1.42M | Buy |
6,188
+1,341
| +28% | +$308K | 0.1% | 109 |
|
|
2023
Q2 | $1.15M | Sell |
4,847
-448
| -8% | -$106K | 0.08% | 120 |
|
|
2023
Q1 | $1.19M | Sell |
5,295
-80
| -1% | -$18K | 0.09% | 119 |
|
|
2022
Q4 | $1.12M | Sell |
5,375
-157
| -3% | -$32.6K | 0.1% | 116 |
|
|
2022
Q3 | $982K | Buy |
5,532
+417
| +8% | +$74K | 0.09% | 116 |
|
|
2022
Q2 | $1.01M | Sell |
5,115
-93
| -2% | -$18.3K | 0.1% | 115 |
|
|
2022
Q1 | $1.16M | Sell |
5,208
-455
| -8% | -$101K | 0.09% | 103 |
|
|
2021
Q4 | $1.23M | Buy |
5,663
+902
| +19% | +$195K | 0.1% | 95 |
|
|
2021
Q3 | $1.06M | Buy |
4,761
+1,033
| +28% | +$230K | 0.14% | 68 |
|
|
2021
Q2 | $871K | Buy |
3,728
+233
| +7% | +$54.4K | 0.09% | 109 |
|
|
2021
Q1 | $740K | Buy |
3,495
+588
| +20% | +$124K | 0.09% | 109 |
|
|
2020
Q4 | $635K | Buy |
2,907
+1,037
| +55% | +$227K | 0.09% | 100 |
|
|
2020
Q3 | $373K | Buy |
1,870
+48
| +3% | +$9.57K | 0.08% | 88 |
|
|
2020
Q2 | $351K | Buy |
1,822
+35
| +2% | +$6.74K | 0.08% | 101 |
|
|
2020
Q1 | $287K | Sell |
1,787
-9
| -0.5% | -$1.45K | 0.08% | 101 |
|
|
2019
Q4 | $337K | Sell |
1,796
-15
| -0.8% | -$2.82K | 0.08% | 94 |
|
|
2019
Q3 | $311K | Buy |
1,811
+2
| +0.1% | +$343 | 0.09% | 100 |
|
|
2019
Q2 | $313K | Sell |
1,809
-195
| -10% | -$33.7K | 0.09% | 91 |
|
|
2019
Q1 | $313K | Buy |
2,004
+140
| +8% | +$21.9K | 0.09% | 90 |
|
|
2018
Q4 | $245K | Sell |
1,864
-23
| -1% | -$3.02K | 0.09% | 93 |
|
|
2018
Q3 | $284K | Buy |
1,887
+23
| +1% | +$3.46K | 0.08% | 97 |
|
|
2018
Q2 | $246K | Hold |
1,864
| – | – | 0.07% | 89 |
|
|
2018
Q1 | $222K | Sell |
1,864
-607
| -25% | -$72.3K | 0.07% | 104 |
|
|
2017
Q4 | $281K | Sell |
2,471
-368
| -13% | -$41.8K | 0.1% | 93 |
|
|
2017
Q3 | $303K | Buy |
2,839
+222
| +8% | +$23.7K | 0.11% | 85 |
|
|
2017
Q2 | $248K | Buy |
+2,617
| New | +$248K | 0.09% | 106 |
|