IAG Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $141K | Sell |
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|
2025
Q1 | $154K | Hold |
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|
2024
Q4 | $139K | Buy |
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|
2024
Q3 | $96.2K | Buy |
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|
2024
Q2 | $85K | Sell |
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|
2024
Q1 | $108K | Buy |
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|
2023
Q4 | $94.5K | Sell |
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|
2023
Q3 | $92K | Buy |
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|
2023
Q2 | $90.2K | Sell |
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|
2023
Q1 | $96.9K | Buy |
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|
2022
Q4 | $78.9K | Hold |
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|
2022
Q3 | $68K | Buy |
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|
2022
Q2 | $47K | Sell |
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|
2022
Q1 | $55K | Buy |
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|
2021
Q4 | $42K | Hold |
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|
2021
Q3 | $43K | Buy |
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|
2021
Q2 | $44K | Hold |
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|
2021
Q1 | $40K | Hold |
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|
2020
Q4 | $41K | Sell |
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|
2020
Q3 | $39K | Hold |
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|
2020
Q2 | $38K | Hold |
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|
2020
Q1 | $32K | Hold |
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|
2019
Q4 | $37K | Buy |
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