Icon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.92M | Sell |
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|
2023
Q2 | $5.75M | Sell |
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|
2023
Q1 | $5.66M | Buy |
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|
2022
Q2 | $6.75M | Buy |
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|
2022
Q1 | $7.26M | Buy |
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|
2021
Q4 | $5.11M | Sell |
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|
2021
Q3 | $5.86M | Buy |
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|
2021
Q2 | $5.99M | Buy |
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|
2021
Q1 | $4.96M | Buy |
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|
2020
Q4 | $3.89M | Buy |
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|
2020
Q3 | $3.02M | Buy |
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|
2020
Q2 | $1.53M | Buy |
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|
2020
Q1 | $822K | Sell |
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|
2019
Q4 | $1.05M | Buy |
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|
2019
Q3 | $822K | Buy |
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|
2019
Q2 | $698K | Buy |
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|
2019
Q1 | $606K | Buy |
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|
2018
Q4 | $503K | Sell |
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|
2018
Q3 | $616K | Sell |
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|
2018
Q2 | $563K | Sell |
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|
2018
Q1 | $556K | Sell |
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|
2017
Q4 | $586K | Buy |
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