GWA
GGM Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $805K | Buy |
2,384
+21
| +0.9% | +$7.09K | 0.45% | 52 |
|
|
2024
Q4 | $747K | Sell |
2,363
-39
| -2% | -$12.3K | 0.39% | 56 |
|
|
2024
Q3 | $660K | Buy |
2,402
+12
| +0.5% | +$3.3K | 0.28% | 65 |
|
|
2024
Q2 | $627K | Sell |
2,390
-931
| -28% | -$244K | 0.29% | 65 |
|
|
2024
Q1 | $919K | Sell |
3,321
-4
| -0.1% | -$1.11K | 0.43% | 51 |
|
|
2023
Q4 | $891K | Sell |
3,325
-201
| -6% | -$53.9K | 0.37% | 52 |
|
|
2023
Q3 | $811K | Hold |
3,526
| – | – | 0.35% | 52 |
|
|
2023
Q2 | $848K | Buy |
+3,526
| New | +$848K | 0.34% | 52 |
|
|
2023
Q1 | – | Sell |
-3,561
| Closed | -$775K | – | 127 |
|
|
2022
Q4 | $775K | Hold |
3,561
| – | – | 0.4% | 47 |
|
|
2022
Q3 | $692K | Sell |
3,561
-7
| -0.2% | -$1.36K | 0.37% | 53 |
|
|
2022
Q2 | $730K | Sell |
3,568
-5
| -0.1% | -$1.02K | 0.41% | 52 |
|
|
2022
Q1 | $770K | Buy |
3,573
+1,601
| +81% | +$345K | 0.39% | 54 |
|
|
2021
Q4 | $422K | Buy |
1,972
+50
| +3% | +$10.7K | 0.33% | 58 |
|
|
2021
Q3 | $449K | Buy |
1,922
+185
| +11% | +$43.2K | 0.36% | 52 |
|
|
2021
Q2 | $430K | Sell |
1,737
-1
| -0.1% | -$248 | 0.37% | 52 |
|
|
2021
Q1 | $405K | Sell |
1,738
-12
| -0.7% | -$2.8K | 0.32% | 55 |
|
|
2020
Q4 | $366K | Buy |
+1,750
| New | +$366K | 0.36% | 46 |
|