GAG
GM Advisory Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.57M | Buy |
15,686
+2,894
| +23% | +$1.03M | 0.28% | 51 |
|
|
2025
Q1 | $4.48M | Sell |
12,792
-38
| -0.3% | -$13.3K | 0.24% | 52 |
|
|
2024
Q4 | $4.05M | Buy |
12,830
+743
| +6% | +$235K | 0.22% | 55 |
|
|
2024
Q3 | $3.32M | Buy |
12,087
+903
| +8% | +$248K | 0.2% | 62 |
|
|
2024
Q2 | $2.94M | Sell |
11,184
-103
| -0.9% | -$27K | 0.19% | 62 |
|
|
2024
Q1 | $3.15M | Buy |
11,287
+321
| +3% | +$89.6K | 0.22% | 53 |
|
|
2023
Q4 | $2.85M | Buy |
10,966
+114
| +1% | +$29.7K | 0.22% | 52 |
|
|
2023
Q3 | $2.5M | Buy |
10,852
+287
| +3% | +$66K | 0.2% | 47 |
|
|
2023
Q2 | $2.51M | Buy |
10,565
+645
| +7% | +$153K | 0.21% | 48 |
|
|
2023
Q1 | $2.24M | Buy |
9,920
+1,092
| +12% | +$246K | 0.2% | 48 |
|
|
2022
Q4 | $1.83M | Buy |
8,828
+63
| +0.7% | +$13.1K | 0.2% | 53 |
|
|
2022
Q3 | $1.56M | Buy |
8,765
+4,432
| +102% | +$787K | 0.2% | 51 |
|
|
2022
Q2 | $853K | Sell |
4,333
-174
| -4% | -$34.3K | 0.13% | 76 |
|
|
2022
Q1 | $1M | Buy |
4,507
+82
| +2% | +$18.2K | 0.12% | 90 |
|
|
2021
Q4 | $959K | Sell |
4,425
-361
| -8% | -$78.2K | 0.09% | 96 |
|
|
2021
Q3 | $1.07M | Sell |
4,786
-150
| -3% | -$33.4K | 0.11% | 91 |
|
|
2021
Q2 | $1.15M | Buy |
4,936
+189
| +4% | +$44.2K | 0.12% | 85 |
|
|
2021
Q1 | $1.01M | Buy |
4,747
+48
| +1% | +$10.2K | 0.12% | 82 |
|
|
2020
Q4 | $1.03M | Sell |
4,699
-617
| -12% | -$135K | 0.14% | 69 |
|
|
2020
Q3 | $1.06M | Sell |
5,316
-577
| -10% | -$115K | 0.16% | 61 |
|
|
2020
Q2 | $1.14M | Buy |
5,893
+1,218
| +26% | +$235K | 0.21% | 59 |
|
|
2020
Q1 | $753K | Buy |
4,675
+1,150
| +33% | +$185K | 0.21% | 59 |
|
|
2019
Q4 | $662K | Sell |
3,525
-1,700
| -33% | -$319K | 0.2% | 41 |
|
|
2019
Q3 | $899K | Hold |
5,225
| – | – | 0.28% | 39 |
|
|
2019
Q2 | $907K | Buy |
5,225
+600
| +13% | +$104K | 0.29% | 44 |
|
|
2019
Q1 | $722K | Sell |
4,625
-540
| -10% | -$84.3K | 0.24% | 49 |
|
|
2018
Q4 | $681K | Sell |
5,165
-1,783
| -26% | -$235K | 0.25% | 48 |
|
|
2018
Q3 | $1.04M | Sell |
6,948
-560
| -7% | -$84.1K | 0.33% | 46 |
|
|
2018
Q2 | $994K | Hold |
7,508
| – | – | 0.3% | 47 |
|
|
2018
Q1 | $898K | Sell |
7,508
-580
| -7% | -$69.4K | 0.27% | 49 |
|
|
2017
Q4 | $922K | Hold |
8,088
| – | – | 0.25% | 51 |
|
|
2017
Q3 | $851K | Sell |
8,088
-16
| -0.2% | -$1.68K | 0.26% | 49 |
|
|
2017
Q2 | $760K | Sell |
8,104
-504
| -6% | -$47.3K | 0.24% | 49 |
|
|
2017
Q1 | $765K | Buy |
8,608
+300
| +4% | +$26.7K | 0.26% | 47 |
|
|
2016
Q4 | $648K | Buy |
+8,308
| New | +$648K | 0.23% | 51 |
|
|
2014
Q1 | – | Sell |
-1,264
| Closed | -$281K | – | 84 |
|
|
2013
Q4 | $281K | Buy |
+1,264
| New | +$281K | 0.29% | 46 |
|