Icon Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Buy |
34,755
+3,573
| +11% | +$1.27M | 0.88% | 24 |
|
|
2025
Q1 | $10.9M | Buy |
31,182
+159
| +0.5% | +$55.7K | 0.9% | 25 |
|
|
2024
Q4 | $9.8M | Buy |
31,023
+22
| +0.1% | +$6.95K | 0.81% | 24 |
|
|
2024
Q3 | $8.52M | Sell |
31,001
-479
| -2% | -$132K | 0.71% | 26 |
|
|
2024
Q2 | $8.36M | Buy |
31,480
+4,169
| +15% | +$1.11M | 0.74% | 25 |
|
|
2024
Q1 | $7.62M | Buy |
27,311
+6,440
| +31% | +$1.8M | 0.71% | 25 |
|
|
2023
Q4 | $5.43M | Buy |
+20,871
| New | +$5.43M | 0.57% | 32 |
|
|
2022
Q4 | $5.4M | Sell |
26,006
-6,186
| -19% | -$1.29M | 0.62% | 40 |
|
|
2022
Q3 | $5.72M | Buy |
+32,192
| New | +$5.72M | 0.69% | 30 |
|