IWA
IBEX Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Sell |
33,545
-12,135
| -27% | -$4.31M | 1.27% | 19 |
|
|
2025
Q1 | $16M | Buy |
45,680
+3,307
| +8% | +$1.16M | 2.12% | 9 |
|
|
2024
Q4 | $13.4M | Buy |
+42,373
| New | +$13.4M | 1.58% | 12 |
|
|
2024
Q3 | – | Sell |
-40,721
| Closed | -$10.7M | – | 268 |
|
|
2024
Q2 | $10.7M | Buy |
40,721
+7,325
| +22% | +$1.92M | 1.67% | 11 |
|
|
2024
Q1 | $6.94M | Buy |
33,396
+33,360
| +92,667% | +$6.93M | 1.88% | 19 |
|
|
2023
Q4 | $9.29K | Sell |
36
-33,544
| -100% | -$8.66M | 2.02% | 11 |
|
|
2023
Q3 | $7.72M | Buy |
+33,580
| New | +$7.72M | 1.97% | 9 |
|
|
2023
Q1 | $7.59M | Buy |
33,650
+254
| +0.8% | +$57.3K | 1.97% | 14 |
|
|
2022
Q4 | $6.94M | Buy |
33,396
+6,455
| +24% | +$1.34M | 1.57% | 20 |
|
|
2022
Q3 | $4.79M | Sell |
26,941
-340
| -1% | -$60.4K | 1.24% | 27 |
|
|
2022
Q2 | $5.37M | Sell |
27,281
-55
| -0.2% | -$10.8K | 1.24% | 29 |
|
|
2022
Q1 | $6.06M | Sell |
27,336
-318
| -1% | -$70.5K | 1.16% | 30 |
|
|
2021
Q4 | $5.99M | Sell |
27,654
-973
| -3% | -$211K | 1.06% | 28 |
|
|
2021
Q3 | $6.38M | Sell |
28,627
-5,967
| -17% | -$1.33M | 1.23% | 19 |
|
|
2021
Q2 | $8.09M | Buy |
34,594
+1,482
| +4% | +$347K | 1.62% | 10 |
|
|
2021
Q1 | $7.01M | Sell |
33,112
-785
| -2% | -$166K | 1.73% | 11 |
|
|
2020
Q4 | $7.41M | Sell |
33,897
-747
| -2% | -$163K | 1.94% | 8 |
|
|
2020
Q3 | $6.93M | Sell |
34,644
-261
| -0.7% | -$52.2K | 2.01% | 9 |
|
|
2020
Q2 | $6.74M | Buy |
34,905
+8,850
| +34% | +$1.71M | 2.17% | 7 |
|
|
2020
Q1 | $4.2M | Sell |
26,055
-10,940
| -30% | -$1.76M | 1.63% | 16 |
|
|
2019
Q4 | $6.95M | Buy |
36,995
+2,215
| +6% | +$416K | 2.13% | 13 |
|
|
2019
Q3 | $5.98M | Sell |
34,780
-319
| -0.9% | -$54.9K | 1.98% | 12 |
|
|
2019
Q2 | $6.09M | Sell |
35,099
-2,685
| -7% | -$466K | 1.76% | 12 |
|
|
2019
Q1 | $5.9M | Sell |
37,784
-2,227
| -6% | -$348K | 2.07% | 9 |
|
|
2018
Q4 | $5.28M | Sell |
40,011
-13,092
| -25% | -$1.73M | 2.41% | 7 |
|
|
2018
Q3 | $8.01M | Buy |
53,103
+2,365
| +5% | +$357K | 2.87% | 4 |
|
|
2018
Q2 | $6.01M | Hold |
50,738
| – | – | 2.4% | 7 |
|
|
2018
Q1 | $6.01M | Sell |
50,738
-1,960
| -4% | -$232K | 2.44% | 7 |
|
|
2017
Q4 | $6.29M | Sell |
52,698
-441
| -0.8% | -$52.6K | 2.78% | 6 |
|
|
2017
Q3 | $5.69M | Sell |
53,139
-573
| -1% | -$61.3K | 2.11% | 8 |
|
|
2017
Q2 | $5.11M | Buy |
53,712
+2,884
| +6% | +$274K | 2.01% | 9 |
|
|
2017
Q1 | $4.53M | Buy |
50,828
+1,579
| +3% | +$141K | 2.79% | 6 |
|
|
2016
Q4 | $4.03M | Buy |
49,249
+746
| +2% | +$61K | 1.93% | 9 |
|
|
2016
Q3 | $4.01M | Buy |
+48,503
| New | +$4.01M | 2.2% | 6 |
|