GWM
GSB Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Buy |
1,281
+11
| +0.9% | +$3.9K | 0.11% | 146 |
|
|
2025
Q1 | $445K | Buy |
1,270
+14
| +1% | +$4.91K | 0.12% | 144 |
|
|
2024
Q4 | $397K | Buy |
1,256
+23
| +2% | +$7.27K | 0.1% | 153 |
|
|
2024
Q3 | $339K | Buy |
1,233
+1
| +0.1% | +$275 | 0.09% | 169 |
|
|
2024
Q2 | $323K | Buy |
1,232
+18
| +1% | +$4.72K | 0.09% | 173 |
|
|
2024
Q1 | $339K | Sell |
1,214
-93
| -7% | -$25.9K | 0.1% | 164 |
|
|
2023
Q4 | $340K | Sell |
1,307
-31
| -2% | -$8.07K | 0.1% | 156 |
|
|
2023
Q3 | $308K | Buy |
1,338
+55
| +4% | +$12.7K | 0.1% | 156 |
|
|
2023
Q2 | $305K | Buy |
1,283
+153
| +14% | +$36.3K | 0.1% | 166 |
|
|
2023
Q1 | $255K | Sell |
1,130
-28
| -2% | -$6.31K | 0.08% | 178 |
|
|
2022
Q4 | $241K | Buy |
+1,158
| New | +$241K | 0.09% | 178 |
|
|
2022
Q3 | – | Sell |
-1,071
| Closed | -$211K | – | 204 |
|
|
2022
Q2 | $211K | Buy |
1,071
+1
| +0.1% | +$197 | 0.07% | 199 |
|
|
2022
Q1 | $237K | Buy |
1,070
+2
| +0.2% | +$443 | 0.07% | 203 |
|
|
2021
Q4 | $232K | Buy |
+1,068
| New | +$232K | 0.07% | 210 |
|
|
2021
Q3 | – | Sell |
-1,312
| Closed | -$307K | – | 216 |
|
|
2021
Q2 | $307K | Sell |
1,312
-204
| -13% | -$47.7K | 0.1% | 183 |
|
|
2021
Q1 | $321K | Buy |
+1,516
| New | +$321K | 0.11% | 168 |
|