IAG Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $141K | Sell |
396
-43
| -10% | -$15.3K | 0.02% | 127 |
|
|
2025
Q1 | $154K | Hold |
439
| – | – | 0.02% | 119 |
|
|
2024
Q4 | $139K | Buy |
439
+89
| +25% | +$28.1K | 0.02% | 113 |
|
|
2024
Q3 | $96.2K | Buy |
350
+26
| +8% | +$7.15K | 0.02% | 131 |
|
|
2024
Q2 | $85K | Sell |
324
-64
| -16% | -$16.8K | 0.02% | 133 |
|
|
2024
Q1 | $108K | Buy |
388
+25
| +7% | +$6.98K | 0.02% | 115 |
|
|
2023
Q4 | $94.5K | Sell |
363
-37
| -9% | -$9.63K | 0.02% | 110 |
|
|
2023
Q3 | $92K | Buy |
400
+20
| +5% | +$4.6K | 0.03% | 107 |
|
|
2023
Q2 | $90.2K | Sell |
380
-50
| -12% | -$11.9K | 0.02% | 120 |
|
|
2023
Q1 | $96.9K | Buy |
430
+50
| +13% | +$11.3K | 0.03% | 105 |
|
|
2022
Q4 | $78.9K | Hold |
380
| – | – | 0.02% | 107 |
|
|
2022
Q3 | $68K | Buy |
380
+139
| +58% | +$24.9K | 0.02% | 106 |
|
|
2022
Q2 | $47K | Sell |
241
-5
| -2% | -$975 | 0.02% | 133 |
|
|
2022
Q1 | $55K | Buy |
246
+54
| +28% | +$12.1K | 0.02% | 129 |
|
|
2021
Q4 | $42K | Hold |
192
| – | – | 0.01% | 152 |
|
|
2021
Q3 | $43K | Buy |
192
+7
| +4% | +$1.57K | 0.02% | 135 |
|
|
2021
Q2 | $44K | Hold |
185
| – | – | 0.02% | 130 |
|
|
2021
Q1 | $40K | Hold |
185
| – | – | 0.02% | 128 |
|
|
2020
Q4 | $41K | Sell |
185
-10
| -5% | -$2.22K | 0.02% | 120 |
|
|
2020
Q3 | $39K | Hold |
195
| – | – | 0.02% | 117 |
|
|
2020
Q2 | $38K | Hold |
195
| – | – | 0.02% | 118 |
|
|
2020
Q1 | $32K | Hold |
195
| – | – | 0.02% | 120 |
|
|
2019
Q4 | $37K | Buy |
+195
| New | +$37K | 0.02% | 127 |
|