GCA
Gradient Capital Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $930K | Buy |
2,620
+28
| +1% | +$9.94K | 0.27% | 63 |
|
|
2025
Q1 | $908K | Buy |
2,592
+16
| +0.6% | +$5.61K | 0.3% | 65 |
|
|
2024
Q4 | $814K | Buy |
2,576
+33
| +1% | +$10.4K | 0.26% | 68 |
|
|
2024
Q3 | $699K | Buy |
2,543
+140
| +6% | +$38.5K | 0.23% | 76 |
|
|
2024
Q2 | $631K | Hold |
2,403
| – | – | 0.23% | 79 |
|
|
2024
Q1 | $671K | Buy |
2,403
+24
| +1% | +$6.7K | 0.25% | 76 |
|
|
2023
Q4 | $619K | Hold |
2,379
| – | – | 0.24% | 77 |
|
|
2023
Q3 | $547K | Buy |
2,379
+29
| +1% | +$6.67K | 0.23% | 79 |
|
|
2023
Q2 | $558K | Buy |
2,350
+11
| +0.5% | +$2.61K | 0.22% | 78 |
|
|
2023
Q1 | $527K | Hold |
2,339
| – | – | 0.22% | 78 |
|
|
2022
Q4 | $486K | Sell |
2,339
-9
| -0.4% | -$1.87K | 0.22% | 79 |
|
|
2022
Q3 | $417K | Buy |
+2,348
| New | +$417K | 0.2% | 86 |
|
|
2022
Q2 | – | Sell |
-1,049
| Closed | -$233K | – | 126 |
|
|
2022
Q1 | $233K | Sell |
1,049
-185
| -15% | -$41.1K | 0.1% | 110 |
|
|
2021
Q4 | $267K | Buy |
1,234
+114
| +10% | +$24.7K | 0.11% | 106 |
|
|
2021
Q3 | $250K | Buy |
1,120
+34
| +3% | +$7.59K | 0.11% | 105 |
|
|
2021
Q2 | $254K | Buy |
1,086
+29
| +3% | +$6.78K | 0.12% | 102 |
|
|
2021
Q1 | $224K | Buy |
1,057
+104
| +11% | +$22K | 0.12% | 102 |
|
|
2020
Q4 | $208K | Buy |
+953
| New | +$208K | 0.12% | 99 |
|