GWM
Gitterman Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Sell |
1,049
-849
| -45% | -$302K | 0.09% | 59 |
|
|
2025
Q1 | $666K | Buy |
1,898
+909
| +92% | +$319K | 0.18% | 31 |
|
|
2024
Q4 | $313K | Buy |
989
+20
| +2% | +$6.33K | 0.13% | 71 |
|
|
2024
Q3 | $267K | Buy |
969
+11
| +1% | +$3.03K | 0.11% | 78 |
|
|
2024
Q2 | $252K | Sell |
958
-1,043
| -52% | -$274K | 0.1% | 75 |
|
|
2024
Q1 | $559K | Buy |
2,001
+1,167
| +140% | +$326K | 0.22% | 26 |
|
|
2023
Q4 | $217K | Buy |
+834
| New | +$217K | 0.1% | 78 |
|
|
2023
Q3 | – | Sell |
-1,880
| Closed | -$447K | – | 104 |
|
|
2023
Q2 | $447K | Buy |
+1,880
| New | +$447K | 0.21% | 25 |
|