Global Financial Private Client’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Buy |
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|
2025
Q1 | $510K | Buy |
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|
2024
Q4 | $378K | Buy |
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|
2024
Q3 | $323K | Sell |
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|
2024
Q2 | $1.58M | Sell |
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|
2024
Q1 | $1.69M | Sell |
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|
2023
Q4 | $1.59M | Buy |
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|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $332K | Buy |
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|
2022
Q4 | $284K | Buy |
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|
2022
Q3 | $246K | Buy |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $304K | Sell |
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|
2021
Q4 | $1.41M | Buy |
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|
2021
Q3 | $1.37M | Buy |
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|
2021
Q2 | $1.37M | Buy |
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|
2021
Q1 | $999K | Buy |
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|
2020
Q4 | $966K | Sell |
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|
2020
Q3 | $970K | Buy |
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|
2020
Q2 | $890K | Buy |
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|
2020
Q1 | $699K | Buy |
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|
2019
Q4 | $193K | Buy |
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