Gray Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.6M | Buy |
8,218
+27
| +0.3% | +$8.53K | 0.99% | 26 |
|
|
2024
Q3 | $2.25M | Sell |
8,191
-290
| -3% | -$79.7K | 0.89% | 28 |
|
|
2024
Q2 | $2.23M | Buy |
8,481
+85
| +1% | +$22.3K | 0.96% | 23 |
|
|
2024
Q1 | $2.34M | Buy |
8,396
+495
| +6% | +$138K | 1.05% | 22 |
|
|
2023
Q4 | $2.06M | Buy |
7,901
+222
| +3% | +$57.8K | 1% | 23 |
|
|
2023
Q3 | $1.77M | Buy |
7,679
+188
| +3% | +$43.2K | 0.91% | 28 |
|
|
2023
Q2 | $1.78M | Buy |
7,491
+264
| +4% | +$62.7K | 0.89% | 28 |
|
|
2023
Q1 | $1.63M | Buy |
7,227
+19
| +0.3% | +$4.28K | 0.89% | 29 |
|
|
2022
Q4 | $1.5M | Sell |
7,208
-43
| -0.6% | -$8.93K | 0.87% | 28 |
|
|
2022
Q3 | $1.29M | Sell |
7,251
-55
| -0.8% | -$9.77K | 0.82% | 28 |
|
|
2022
Q2 | $1.44M | Sell |
7,306
-227
| -3% | -$44.7K | 0.87% | 27 |
|
|
2022
Q1 | $1.67M | Sell |
7,533
-323
| -4% | -$71.6K | 0.86% | 26 |
|
|
2021
Q4 | $1.7M | Buy |
7,856
+117
| +2% | +$25.3K | 0.85% | 25 |
|
|
2021
Q3 | $1.72M | Sell |
7,739
-53
| -0.7% | -$11.8K | 0.96% | 23 |
|
|
2021
Q2 | $1.82M | Buy |
7,792
+2
| +0% | +$468 | 1.05% | 22 |
|
|
2021
Q1 | $1.65M | Buy |
7,790
+284
| +4% | +$60.1K | 1.05% | 23 |
|
|
2020
Q4 | $1.64M | Buy |
7,506
+329
| +5% | +$71.8K | 1.12% | 21 |
|
|
2020
Q3 | $1.44M | Sell |
7,177
-18
| -0.3% | -$3.6K | 1.12% | 21 |
|
|
2020
Q2 | $1.39M | Buy |
7,195
+140
| +2% | +$27.1K | 1.2% | 19 |
|
|
2020
Q1 | $1.13M | Buy |
+7,055
| New | +$1.13M | 1.24% | 21 |
|