GWSA
V icon

Global Wealth Strategies & Associates’s Visa V Stock Holding History

Global Wealth Strategies & Associates’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.01M Buy
11,682
+11,369
+3,632% +$3.65M 0.76% 21
2026
Q1 		$94.6K Hold
313
– – 0.02% 120
2025
Q4 		$110K Buy
313
+175
+127% +$59.6K 0.03% 93
2025
Q3 		$47.1K Hold
138
– – 0.01% 151
2025
Q2 		$49K Buy
138
+9
+7% +$3.14K 0.01% 115
2025
Q1 		$45.2K Sell
129
-100
-44% -$33.8K 0.01% 128
2024
Q4 		$72.4K Buy
229
+50
+28% +$15K 0.02% 89
2024
Q3 		$49.2K Buy
179
+79
+79% +$21.4K 0.02% 100
2024
Q2 		$26.2K Hold
100
– – 0.01% 115
2024
Q1 		$27.9K Hold
100
– – 0.01% 117
2023
Q4 		$26K Hold
100
– – 0.01% 109
2023
Q3 		$23K Hold
100
– – 0.01% 110
2023
Q2 		$23.7K Hold
100
– – 0.01% 106
2023
Q1 		$22.5K Sell
100
-25
-20% -$5.57K 0.01% 103
2022
Q4 		$26K Buy
+125
New +$25.2K 0.02% 99

Other funds holding V

WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return