GWMIA
Global Wealth Management Investment Advisory’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Buy |
1,306
+419
| +47% | +$149K | 0.09% | 120 |
|
|
2025
Q1 | $311K | Hold |
887
| – | – | 0.06% | 121 |
|
|
2024
Q4 | $280K | Buy |
887
+143
| +19% | +$45.2K | 0.06% | 125 |
|
|
2024
Q3 | $205K | Buy |
+744
| New | +$205K | 0.04% | 132 |
|
|
2024
Q1 | – | Sell |
-611
| Closed | -$159K | – | 420 |
|
|
2023
Q4 | $159K | Sell |
611
-79
| -11% | -$20.6K | 0.04% | 136 |
|
|
2023
Q3 | $159K | Buy |
690
+100
| +17% | +$23K | 0.04% | 137 |
|
|
2023
Q2 | $140K | Buy |
+590
| New | +$140K | 0.04% | 145 |
|
|
2022
Q3 | – | Sell |
-666
| Closed | -$131K | – | 458 |
|
|
2022
Q2 | $131K | Buy |
666
+76
| +13% | +$14.9K | 0.04% | 145 |
|
|
2022
Q1 | $131K | Sell |
590
-60
| -9% | -$13.3K | 0.04% | 151 |
|
|
2021
Q4 | $141K | Sell |
650
-169
| -21% | -$36.7K | 0.04% | 154 |
|
|
2021
Q3 | $182K | Buy |
819
+14
| +2% | +$3.11K | 0.06% | 139 |
|
|
2021
Q2 | $188K | Sell |
805
-5
| -0.6% | -$1.17K | 0.06% | 131 |
|
|
2021
Q1 | $172K | Buy |
810
+53
| +7% | +$11.3K | 0.06% | 122 |
|
|
2020
Q4 | $166K | Sell |
757
-96
| -11% | -$21.1K | 0.06% | 113 |
|
|
2020
Q3 | $171K | Sell |
853
-226
| -21% | -$45.3K | 0.07% | 108 |
|
|
2020
Q2 | $208K | Sell |
1,079
-57
| -5% | -$11K | 0.09% | 111 |
|
|
2020
Q1 | $183K | Buy |
1,136
+140
| +14% | +$22.6K | 0.09% | 105 |
|
|
2019
Q4 | $187K | Sell |
996
-23
| -2% | -$4.32K | 0.08% | 109 |
|
|
2019
Q3 | $175K | Sell |
1,019
-43
| -4% | -$7.39K | 0.08% | 106 |
|
|
2019
Q2 | $184K | Sell |
1,062
-667
| -39% | -$116K | 0.09% | 103 |
|
|
2019
Q1 | $270K | Sell |
1,729
-395
| -19% | -$61.7K | 0.14% | 100 |
|
|
2018
Q4 | $280K | Buy |
+2,124
| New | +$280K | 0.16% | 108 |
|