GWM
Guardian Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8
| Closed | -$2.84K | – | 201 |
|
|
2025
Q1 | $2.84K | Hold |
8
| – | – | ﹤0.01% | 195 |
|
|
2024
Q4 | $2.56K | Hold |
8
| – | – | ﹤0.01% | 205 |
|
|
2024
Q3 | $2.2K | Hold |
8
| – | – | ﹤0.01% | 216 |
|
|
2024
Q2 | $2.13K | Hold |
8
| – | – | ﹤0.01% | 213 |
|
|
2024
Q1 | $2.26K | Hold |
8
| – | – | ﹤0.01% | 204 |
|
|
2023
Q4 | $2.11K | Hold |
8
| – | – | ﹤0.01% | 215 |
|
|
2023
Q3 | $1.87K | Hold |
8
| – | – | ﹤0.01% | 202 |
|
|
2023
Q2 | $1.93K | Hold |
8
| – | – | ﹤0.01% | 204 |
|
|
2023
Q1 | $1.83K | Hold |
8
| – | – | ﹤0.01% | 213 |
|
|
2022
Q4 | $1.69K | Hold |
8
| – | – | ﹤0.01% | 221 |
|
|
2022
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 228 |
|
|
2022
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 202 |
|
|
2022
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 208 |
|
|
2021
Q4 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 207 |
|