ICW Investment 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 | $5.67M | Sell |
15,958
-109
| -0.7% | -$38.7K | 2.24% | 3 |
|
|
2025
Q1 | $5.63M | Sell |
16,067
-168
| -1% | -$58.9K | 2.29% | 2 |
|
|
2024
Q4 | $5.13M | Buy |
16,235
+73
| +0.5% | +$23.1K | 2.14% | 5 |
|
|
2024
Q3 | $4.44M | Buy |
16,162
+86
| +0.5% | +$23.6K | 1.85% | 9 |
|
|
2024
Q2 | $4.22M | Sell |
16,076
-247
| -2% | -$64.8K | 1.92% | 8 |
|
|
2024
Q1 | $4.56M | Buy |
16,323
+7
| +0% | +$1.95K | 2.03% | 5 |
|
|
2023
Q4 | $4.25M | Buy |
16,316
+38
| +0.2% | +$9.89K | 2.07% | 5 |
|
|
2023
Q3 | $3.74M | Buy |
16,278
+240
| +1% | +$55.2K | 2.01% | 5 |
|
|
2023
Q2 | $3.81M | Buy |
16,038
+10
| +0.1% | +$2.38K | 2.04% | 5 |
|
|
2023
Q1 | $3.61M | Buy |
16,028
+158
| +1% | +$35.6K | 2.05% | 5 |
|
|
2022
Q4 | $3.3M | Sell |
15,870
-153
| -1% | -$31.8K | 1.98% | 5 |
|
|
2022
Q3 | $2.85M | Buy |
16,023
+9
| +0.1% | +$1.6K | 1.91% | 7 |
|
|
2022
Q2 | $3.15M | Sell |
16,014
-21
| -0.1% | -$4.14K | 2.01% | 5 |
|
|
2022
Q1 | $3.56M | Buy |
16,035
+20
| +0.1% | +$4.44K | 2.05% | 5 |
|
|
2021
Q4 | $3.47M | Buy |
16,015
+538
| +3% | +$117K | 1.94% | 6 |
|
|
2021
Q3 | $3.45M | Buy |
15,477
+123
| +0.8% | +$27.4K | 2.23% | 3 |
|
|
2021
Q2 | $3.59M | Sell |
15,354
-32
| -0.2% | -$7.48K | 2.34% | 3 |
|
|
2021
Q1 | $3.26M | Buy |
15,386
+2
| +0% | +$424 | 2.24% | 3 |
|
|
2020
Q4 | $3.36M | Sell |
15,384
-183
| -1% | -$40K | 2.4% | 2 |
|
|
2020
Q3 | $3.11M | Buy |
15,567
+71
| +0.5% | +$14.2K | 2.33% | 3 |
|
|
2020
Q2 | $2.99M | Sell |
15,496
-307
| -2% | -$59.3K | 2.43% | 3 |
|
|
2020
Q1 | $2.55M | Sell |
15,803
-281
| -2% | -$45.3K | 2.42% | 2 |
|
|
2019
Q4 | $3.02M | Buy |
+16,084
| New | +$3.02M | 2.45% | 2 |
|