GWA
Gratus Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
3,181
-56
| -2% | -$19.9K | 0.17% | 54 |
|
|
2025
Q1 | $1.13M | Sell |
3,237
-103
| -3% | -$36.1K | 0.19% | 49 |
|
|
2024
Q4 | $1.06M | Hold |
3,340
| – | – | 0.17% | 56 |
|
|
2024
Q3 | $914K | Sell |
3,340
-534
| -14% | -$146K | 0.15% | 65 |
|
|
2024
Q2 | $1.03M | Buy |
3,874
+46
| +1% | +$12.2K | 0.18% | 54 |
|
|
2024
Q1 | $1.04M | Sell |
3,828
-118
| -3% | -$32K | 0.19% | 50 |
|
|
2023
Q4 | $1.03M | Buy |
+3,946
| New | +$1.03M | 0.2% | 53 |
|