Gladstone Institutional Advisory’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.03M | Buy |
19,788
+748
| +4% | +$266K | 0.29% | 77 |
|
|
2025
Q1 | $6.67M | Sell |
19,040
-273
| -1% | -$95.7K | 0.31% | 77 |
|
|
2024
Q4 | $6.1M | Sell |
19,313
-2,765
| -13% | -$874K | 0.28% | 80 |
|
|
2024
Q3 | $6.07M | Buy |
22,078
+1,236
| +6% | +$340K | 0.3% | 82 |
|
|
2024
Q2 | $5.47M | Buy |
20,842
+1,787
| +9% | +$469K | 0.28% | 92 |
|
|
2024
Q1 | $5.32M | Sell |
19,055
-6,339
| -25% | -$1.77M | 0.29% | 89 |
|
|
2023
Q4 | $6.61M | Sell |
25,394
-953
| -4% | -$248K | 0.37% | 67 |
|
|
2023
Q3 | $6.06M | Buy |
26,347
+945
| +4% | +$217K | 0.39% | 59 |
|
|
2023
Q2 | $6.03M | Buy |
25,402
+1,314
| +5% | +$312K | 0.37% | 68 |
|
|
2023
Q1 | $5.43M | Sell |
24,088
-4,720
| -16% | -$1.06M | 0.35% | 71 |
|
|
2022
Q4 | $5.99M | Buy |
28,808
+1,502
| +6% | +$312K | 0.42% | 56 |
|
|
2022
Q3 | $4.85M | Sell |
27,306
-2,008
| -7% | -$357K | 0.38% | 61 |
|
|
2022
Q2 | $5.77M | Sell |
29,314
-4,387
| -13% | -$864K | 0.46% | 46 |
|
|
2022
Q1 | $7.47M | Buy |
33,701
+5,535
| +20% | +$1.23M | 0.51% | 42 |
|
|
2021
Q4 | $6.1M | Buy |
28,166
+2,103
| +8% | +$456K | 0.47% | 47 |
|
|
2021
Q3 | $5.81M | Buy |
26,063
+9,230
| +55% | +$2.06M | 0.57% | 41 |
|
|
2021
Q2 | $3.94M | Buy |
16,833
+5,617
| +50% | +$1.31M | 0.47% | 58 |
|
|
2021
Q1 | $2.38M | Buy |
11,216
+3,150
| +39% | +$667K | 0.37% | 69 |
|
|
2020
Q4 | $1.76M | Sell |
8,066
-763
| -9% | -$167K | 0.35% | 65 |
|
|
2020
Q3 | $1.77M | Sell |
8,829
-1,019
| -10% | -$204K | 0.42% | 53 |
|
|
2020
Q2 | $1.9M | Sell |
9,848
-574
| -6% | -$111K | 0.48% | 46 |
|
|
2020
Q1 | $1.68M | Buy |
10,422
+3,397
| +48% | +$547K | 0.43% | 53 |
|
|
2019
Q4 | $1.32M | Buy |
7,025
+1,474
| +27% | +$277K | 0.32% | 68 |
|
|
2019
Q3 | $954K | Sell |
5,551
-9
| -0.2% | -$1.55K | 0.24% | 84 |
|
|
2019
Q2 | $965K | Buy |
5,560
+782
| +16% | +$136K | 0.29% | 73 |
|
|
2019
Q1 | $746K | Sell |
4,778
-711
| -13% | -$111K | 0.27% | 81 |
|
|
2018
Q4 | $724K | Buy |
+5,489
| New | +$724K | 0.42% | 54 |
|