GWANC
Guardian Wealth Advisors (North Carolina)’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.4M | Buy |
20,851
+7,066
| +51% | +$2.51M | 0.52% | 38 |
|
|
2025
Q1 | $4.83M | Buy |
13,785
+128
| +0.9% | +$44.9K | 0.39% | 45 |
|
|
2024
Q4 | $4.32M | Buy |
13,657
+2,864
| +27% | +$905K | 0.34% | 47 |
|
|
2024
Q3 | $2.97M | Buy |
10,793
+358
| +3% | +$98.4K | 0.31% | 43 |
|
|
2024
Q2 | $2.74M | Buy |
10,435
+143
| +1% | +$37.5K | 0.32% | 41 |
|
|
2024
Q1 | $2.87M | Buy |
10,292
+281
| +3% | +$78.4K | 0.35% | 40 |
|
|
2023
Q4 | $2.61M | Sell |
10,011
-58
| -0.6% | -$15.1K | 0.4% | 39 |
|
|
2023
Q3 | $2.32M | Buy |
10,069
+1,080
| +12% | +$248K | 0.39% | 39 |
|
|
2023
Q2 | $2.13M | Buy |
8,989
+637
| +8% | +$151K | 0.37% | 35 |
|
|
2023
Q1 | $1.88M | Buy |
8,352
+449
| +6% | +$101K | 0.33% | 35 |
|
|
2022
Q4 | $1.64M | Sell |
7,903
-193
| -2% | -$40.1K | 0.32% | 39 |
|
|
2022
Q3 | $1.44M | Buy |
8,096
+320
| +4% | +$56.8K | 0.27% | 45 |
|
|
2022
Q2 | $1.53M | Buy |
7,776
+3,826
| +97% | +$753K | 0.28% | 44 |
|
|
2022
Q1 | $876K | Sell |
3,950
-102
| -3% | -$22.6K | 0.38% | 47 |
|
|
2021
Q4 | $878K | Buy |
+4,052
| New | +$878K | 0.38% | 52 |
|