GAM
Gould Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
3,363
-43
| -1% | -$15.3K | 0.23% | 54 |
|
|
2025
Q1 | $1.19M | Sell |
3,406
-4
| -0.1% | -$1.4K | 0.25% | 52 |
|
|
2024
Q4 | $1.08M | Buy |
3,410
+80
| +2% | +$25.3K | 0.23% | 55 |
|
|
2024
Q3 | $916K | Sell |
3,330
-287
| -8% | -$78.9K | 0.2% | 64 |
|
|
2024
Q2 | $949K | Buy |
3,617
+87
| +2% | +$22.8K | 0.22% | 54 |
|
|
2024
Q1 | $985K | Hold |
3,530
| – | – | 0.24% | 50 |
|
|
2023
Q4 | $919K | Sell |
3,530
-189
| -5% | -$49.2K | 0.24% | 44 |
|
|
2023
Q3 | $855K | Buy |
3,719
+90
| +2% | +$20.7K | 0.24% | 44 |
|
|
2023
Q2 | $862K | Hold |
3,629
| – | – | 0.24% | 46 |
|
|
2023
Q1 | $818K | Sell |
3,629
-25
| -0.7% | -$5.64K | 0.23% | 49 |
|
|
2022
Q4 | $759K | Buy |
3,654
+110
| +3% | +$22.9K | 0.23% | 54 |
|
|
2022
Q3 | $630K | Sell |
3,544
-65
| -2% | -$11.6K | 0.21% | 54 |
|
|
2022
Q2 | $711K | Buy |
3,609
+225
| +7% | +$44.3K | 0.23% | 52 |
|
|
2022
Q1 | $750K | Buy |
3,384
+200
| +6% | +$44.3K | 0.21% | 49 |
|
|
2021
Q4 | $690K | Buy |
3,184
+555
| +21% | +$120K | 0.19% | 56 |
|
|
2021
Q3 | $586K | Sell |
2,629
-465
| -15% | -$104K | 0.18% | 58 |
|
|
2021
Q2 | $723K | Buy |
3,094
+220
| +8% | +$51.4K | 0.21% | 60 |
|
|
2021
Q1 | $609K | Sell |
2,874
-20
| -0.7% | -$4.24K | 0.19% | 65 |
|
|
2020
Q4 | $633K | Sell |
2,894
-20
| -0.7% | -$4.38K | 0.19% | 61 |
|
|
2020
Q3 | $583K | Buy |
2,914
+53
| +2% | +$10.6K | 0.2% | 57 |
|
|
2020
Q2 | $553K | Hold |
2,861
| – | – | 0.19% | 61 |
|
|
2020
Q1 | $461K | Buy |
2,861
+500
| +21% | +$80.6K | 0.18% | 60 |
|
|
2019
Q4 | $444K | Buy |
2,361
+51
| +2% | +$9.59K | 0.15% | 79 |
|
|
2019
Q3 | $397K | Buy |
2,310
+304
| +15% | +$52.2K | 0.14% | 82 |
|
|
2019
Q2 | $348K | Buy |
+2,006
| New | +$348K | 0.13% | 89 |
|