GGM Wealth Advisors’s Visa V Stock Holding History

GGM Wealth Advisors’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$805K	Buy	2,384 +21	+0.9%	+$7.11K	0.45%	52
2024 Q4	$747K	Sell	2,363 -39	-2%	-$11.7K	0.39%	56
2024 Q3	$660K	Buy	2,402 +12	+0.5%	+$3.24K	0.28%	65
2024 Q2	$627K	Sell	2,390 -931	-28%	-$255K	0.29%	65
2024 Q1	$919K	Sell	3,321 -4	-0.1%	-$1.1K	0.43%	51
2023 Q4	$891K	Sell	3,325 -201	-6%	-$49.5K	0.37%	52
2023 Q3	$811K	Hold	3,526	–	–	0.35%	52
2023 Q2	$848K	Buy	+3,526	New	+$807K	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%	-$1.42K	0.37%	53
2022 Q2	$730K	Sell	3,568 -5	-0.1%	-$1.03K	0.41%	52
2022 Q1	$770K	Buy	3,573 +1,601	+81%	+$346K	0.39%	54
2021 Q4	$422K	Buy	1,972 +50	+3%	+$10.7K	0.33%	58
2021 Q3	$449K	Buy	1,922 +185	+11%	+$43.4K	0.36%	52
2021 Q2	$430K	Sell	1,737 -1	-0.1%	-$229	0.37%	52
2021 Q1	$405K	Sell	1,738 -12	-0.7%	-$2.53K	0.32%	55
2020 Q4	$366K	Buy	+1,750	New	+$358K	0.36%	46

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

GGM Wealth Advisors's V Position: Q1 2025 in Review

GGM Wealth Advisors increased its Visa (V) stake by 0.89% in Q1 2025, buying an estimated $7.11K and bringing the position to 2,384 shares worth $805K. The position accounts for 0.45% of the portfolio, ranked #52.

GGM Wealth Advisors first reported a position in V in Q4 2020 and has held it in 17 quarters since. The position peaked at $919K in Q1 2024. 4,279 funds tracked by Wall St. Rank hold V as of Q1 2025.

GGM Wealth Advisors held 2,384 shares of Visa worth $805K as of Q1 2025.
GGM Wealth Advisors bought 21 Visa shares in Q1 2025, an estimated $7.11K.
Visa made up 0.45% of GGM Wealth Advisors's portfolio in Q1 2025, its #52 holding.
GGM Wealth Advisors first reported a position in Visa in Q4 2020 and has held it in 17 quarters since.
GGM Wealth Advisors's Visa position peaked at $919K in Q1 2024.
4,279 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.