Golden State Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.59M | Buy |
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|
2025
Q2 | $2.67M | Sell |
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|
2025
Q1 | $2.69M | Sell |
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|
2024
Q4 | $2.43M | Buy |
|
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|
2022
Q1 | $1.91M | Sell |
|
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|
2021
Q4 | $2.67M | Buy |
|
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|
2021
Q3 | $1.95M | Sell |
|
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|
2021
Q2 | $2.04M | Buy |
|
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|
2021
Q1 | $1.44M | Sell |
|
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|
2020
Q4 | $2.27M | Buy |
|
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|
2020
Q3 | $1.57M | Sell |
|
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|
2020
Q2 | $2M | Buy |
|
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|
2020
Q1 | $1.34M | Buy |
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|
2019
Q4 | – | Sell |
|
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|
2019
Q3 | $1.42M | Buy |
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|
2019
Q2 | $1.4M | Buy |
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|
2019
Q1 | $997K | Buy |
|