GA
Goldstein Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Sell |
1,845
-434
| -19% | -$154K | 0.09% | 75 |
|
|
2025
Q1 | $799K | Sell |
2,279
-126
| -5% | -$44.2K | 0.12% | 67 |
|
|
2024
Q4 | $760K | Buy |
2,405
+21
| +0.9% | +$6.64K | 0.11% | 70 |
|
|
2024
Q3 | $655K | Buy |
2,384
+84
| +4% | +$23.1K | 0.1% | 73 |
|
|
2024
Q2 | $604K | Buy |
2,300
+1
| +0% | +$262 | 0.1% | 72 |
|
|
2024
Q1 | $642K | Sell |
2,299
-79
| -3% | -$22K | 0.11% | 67 |
|
|
2023
Q4 | $619K | Sell |
2,378
-98
| -4% | -$25.5K | 0.1% | 93 |
|
|
2023
Q3 | $570K | Buy |
2,476
+190
| +8% | +$43.7K | 0.12% | 67 |
|
|
2023
Q2 | $543K | Sell |
2,286
-42
| -2% | -$9.97K | 0.11% | 70 |
|
|
2023
Q1 | $525K | Buy |
2,328
+98
| +4% | +$22.1K | 0.12% | 71 |
|
|
2022
Q4 | $463K | Buy |
+2,230
| New | +$463K | 0.11% | 78 |
|