GFPC
Global Financial Private Client’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Buy |
1,570
+114
| +8% | +$40.5K | 0.21% | 126 |
|
|
2025
Q1 | $510K | Buy |
1,456
+259
| +22% | +$90.8K | 0.2% | 125 |
|
|
2024
Q4 | $378K | Buy |
1,197
+23
| +2% | +$7.27K | 0.14% | 154 |
|
|
2024
Q3 | $323K | Sell |
1,174
-4,833
| -80% | -$1.33M | 0.13% | 159 |
|
|
2024
Q2 | $1.58M | Sell |
6,007
-62
| -1% | -$16.3K | 0.66% | 36 |
|
|
2024
Q1 | $1.69M | Sell |
6,069
-23
| -0.4% | -$6.4K | 0.73% | 27 |
|
|
2023
Q4 | $1.59M | Buy |
6,092
+1,223
| +25% | +$318K | 0.74% | 27 |
|
|
2023
Q3 | $1.13M | Sell |
4,869
-177
| -4% | -$40.9K | 0.58% | 45 |
|
|
2023
Q2 | $1.2M | Buy |
5,046
+3,598
| +248% | +$856K | 0.59% | 44 |
|
|
2023
Q1 | $332K | Buy |
1,448
+84
| +6% | +$19.2K | 0.17% | 124 |
|
|
2022
Q4 | $284K | Buy |
1,364
+10
| +0.7% | +$2.08K | 0.16% | 114 |
|
|
2022
Q3 | $246K | Buy |
1,354
+123
| +10% | +$22.4K | 0.14% | 129 |
|
|
2022
Q2 | $245K | Sell |
1,231
-111
| -8% | -$22.1K | 0.14% | 124 |
|
|
2022
Q1 | $304K | Sell |
1,342
-5,185
| -79% | -$1.17M | 0.15% | 122 |
|
|
2021
Q4 | $1.41M | Buy |
6,527
+561
| +9% | +$122K | 0.68% | 35 |
|
|
2021
Q3 | $1.37M | Buy |
5,966
+134
| +2% | +$30.9K | 0.71% | 33 |
|
|
2021
Q2 | $1.37M | Buy |
5,832
+1,225
| +27% | +$288K | 0.77% | 29 |
|
|
2021
Q1 | $999K | Buy |
4,607
+189
| +4% | +$41K | 0.72% | 28 |
|
|
2020
Q4 | $966K | Sell |
4,418
-350
| -7% | -$76.6K | 0.77% | 27 |
|
|
2020
Q3 | $970K | Buy |
4,768
+175
| +4% | +$35.6K | 0.84% | 25 |
|
|
2020
Q2 | $890K | Buy |
4,593
+27
| +0.6% | +$5.23K | 0.77% | 27 |
|
|
2020
Q1 | $699K | Buy |
4,566
+3,541
| +345% | +$542K | 0.74% | 26 |
|
|
2019
Q4 | $193K | Buy |
+1,025
| New | +$193K | 0.16% | 114 |
|