Icon Wealth Advisors’s Visa V Stock Holding History

Icon Wealth Advisors’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$12.3M	Buy
2025 Q1	$10.9M	Buy
2024 Q4	$9.8M	Buy
2024 Q3	$8.52M	Sell
2024 Q2	$8.36M	Buy
2024 Q1	$7.62M	Buy
2023 Q4	$5.43M	Buy
2022 Q4	$5.4M	Sell
2022 Q3	$5.72M	Buy