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Geller Advisors LLC

SEC CIK
0001354739
Latest filing
Feb 14, 2025

V holding history

Visa Inc. in every 13F filed by Geller Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

V overviewAll 13F holders of VFull Q4 2024 holdings

Shares (Q4 2024)
11,044
Value
$3.49M
% of portfolio
0.2%
Quarters held
16
Since Q1 2021
Holdings of V by Geller Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202411,044$3.49M0.2%−43−0.4%ReducedHolders
Q3 202411,087$3.05M0.2%+82+0.7%AddedHolders
Q2 202411,005$2.89M0.2%−10−0.1%ReducedHolders
Q1 202411,015$3.07M0.2%+289+2.7%AddedHolders
Q4 202310,726$2.79M0.3%+41+0.4%AddedHolders
Q3 202310,685$2.46M0.3%−139−1.3%ReducedHolders
Q2 202310,824$2.57M0.3%+3,213+42.2%AddedHolders
Q1 20237,611$1.72M0.3%+173+2.3%AddedHolders
Q4 20227,438$1.55M0.3%+2,144+40.5%AddedHolders
Q3 20225,294$940.0K0.2%−2,322−30.5%ReducedHolders
Q2 20227,616$1.50M0.3%−1,063−12.2%ReducedHolders
Q1 20228,679$1.93M0.4%+4,072+88.4%AddedHolders
Q4 20214,607$998.0K0.2%−10.0%ReducedHolders
Q3 20214,608$1.03M0.2%+74+1.6%AddedHolders
Q2 20214,534$1.06M0.2%+6+0.1%AddedHolders
Q1 20214,528$959.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.