Golden State Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Sell |
7,531
-134
| -2% | -$47.6K | 0.33% | 60 |
|
|
2025
Q1 | $2.69M | Sell |
7,665
-39
| -0.5% | -$13.7K | 0.4% | 55 |
|
|
2024
Q4 | $2.43M | Buy |
+7,704
| New | +$2.43M | 0.36% | 59 |
|
|
2022
Q1 | $1.91M | Sell |
8,613
-3,688
| -30% | -$818K | 0.37% | 51 |
|
|
2021
Q4 | $2.67M | Buy |
12,301
+3,570
| +41% | +$774K | 0.46% | 41 |
|
|
2021
Q3 | $1.95M | Sell |
8,731
-3
| -0% | -$668 | 0.42% | 44 |
|
|
2021
Q2 | $2.04M | Buy |
8,734
+1,937
| +28% | +$453K | 0.45% | 42 |
|
|
2021
Q1 | $1.44M | Sell |
6,797
-3,589
| -35% | -$760K | 0.47% | 38 |
|
|
2020
Q4 | $2.27M | Buy |
10,386
+1,491
| +17% | +$326K | 0.66% | 30 |
|
|
2020
Q3 | $1.58M | Sell |
8,895
-1,457
| -14% | -$258K | 0.53% | 35 |
|
|
2020
Q2 | $2M | Buy |
10,352
+2,022
| +24% | +$391K | 0.64% | 25 |
|
|
2020
Q1 | $1.34M | Buy |
+8,330
| New | +$1.34M | 0.59% | 32 |
|
|
2019
Q4 | – | Sell |
-8,248
| Closed | -$1.42M | – | 879 |
|
|
2019
Q3 | $1.42M | Buy |
8,248
+189
| +2% | +$32.5K | 0.47% | 42 |
|
|
2019
Q2 | $1.4M | Buy |
8,059
+1,674
| +26% | +$290K | 0.44% | 48 |
|
|
2019
Q1 | $997K | Buy |
+6,385
| New | +$997K | 0.33% | 61 |
|