GVAG
Great Valley Advisor Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Sell |
50,873
-19,405
| -28% | -$6.89M | 0.4% | 63 |
|
|
2025
Q1 | $24.6M | Sell |
70,278
-6,450
| -8% | -$2.26M | 0.53% | 50 |
|
|
2024
Q4 | $24.2M | Buy |
76,728
+1,199
| +2% | +$379K | 0.54% | 43 |
|
|
2024
Q3 | $20.8M | Buy |
75,529
+2,440
| +3% | +$671K | 0.51% | 49 |
|
|
2024
Q2 | $19.2M | Buy |
73,089
+6,877
| +10% | +$1.8M | 0.54% | 43 |
|
|
2024
Q1 | $18.5M | Sell |
66,212
-1,191
| -2% | -$332K | 0.56% | 42 |
|
|
2023
Q4 | $17.5M | Buy |
67,403
+5,195
| +8% | +$1.35M | 0.62% | 40 |
|
|
2023
Q3 | $14.3M | Buy |
62,208
+5,287
| +9% | +$1.22M | 0.59% | 42 |
|
|
2023
Q2 | $13.5M | Buy |
56,921
+3,513
| +7% | +$834K | 0.57% | 44 |
|
|
2023
Q1 | $12M | Buy |
53,408
+15,205
| +40% | +$3.43M | 0.56% | 49 |
|
|
2022
Q4 | $7.94M | Buy |
38,203
+941
| +3% | +$196K | 0.41% | 59 |
|
|
2022
Q3 | $6.62M | Buy |
37,262
+1,191
| +3% | +$212K | 0.37% | 63 |
|
|
2022
Q2 | $7.1M | Buy |
36,071
+2,711
| +8% | +$534K | 0.39% | 63 |
|
|
2022
Q1 | $7.34M | Sell |
33,360
-414
| -1% | -$91.1K | 0.43% | 60 |
|
|
2021
Q4 | $7.39M | Sell |
33,774
-114
| -0.3% | -$25K | 0.46% | 52 |
|
|
2021
Q3 | $7.55M | Buy |
33,888
+2,059
| +6% | +$459K | 0.52% | 46 |
|
|
2021
Q2 | $7.18M | Buy |
31,829
+2,334
| +8% | +$527K | 0.53% | 42 |
|
|
2021
Q1 | $6.25M | Sell |
29,495
-7,082
| -19% | -$1.5M | 0.6% | 35 |
|
|
2020
Q4 | $8M | Buy |
36,577
+1,236
| +3% | +$270K | 0.83% | 22 |
|
|
2020
Q3 | $7.07M | Buy |
35,341
+5,656
| +19% | +$1.13M | 0.87% | 20 |
|
|
2020
Q2 | $5.73M | Buy |
29,685
+4,119
| +16% | +$796K | 0.94% | 17 |
|
|
2020
Q1 | $4.12M | Buy |
25,566
+3,857
| +18% | +$622K | 1.09% | 15 |
|
|
2019
Q4 | $4.08M | Buy |
21,709
+2,597
| +14% | +$488K | 0.91% | 19 |
|
|
2019
Q3 | $3.28M | Sell |
19,112
-602
| -3% | -$103K | 0.79% | 27 |
|
|
2019
Q2 | $3.42M | Buy |
19,714
+9,413
| +91% | +$1.63M | 0.86% | 22 |
|
|
2019
Q1 | $1.61M | Buy |
10,301
+515
| +5% | +$80.4K | 0.51% | 51 |
|
|
2018
Q4 | $1.29M | Buy |
+9,786
| New | +$1.29M | 0.48% | 51 |
|