GFWA
Grey Fox Wealth Advisors’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $223K | Hold |
629
| – | – | 0.05% | 121 |
|
2025
Q1 | $221K | Buy |
+629
| New | +$221K | 0.06% | 117 |
|
2023
Q2 | – | Sell |
-1,655
| Closed | -$373K | – | 486 |
|
2023
Q1 | $373K | Buy |
1,655
+90
| +6% | +$20.3K | 0.22% | 66 |
|
2022
Q4 | $325K | Buy |
+1,565
| New | +$325K | 0.21% | 67 |
|