IFG Advisory’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
4,155
-524
| -11% | -$186K | 0.07% | 272 |
|
|
2025
Q1 | $1.64M | Buy |
4,679
+156
| +3% | +$54.7K | 0.09% | 237 |
|
|
2024
Q4 | $1.43M | Buy |
+4,523
| New | +$1.43M | 0.08% | 249 |
|
|
2024
Q3 | – | Sell |
-5,018
| Closed | -$1.32M | – | 608 |
|
|
2024
Q2 | $1.32M | Buy |
+5,018
| New | +$1.32M | 0.08% | 247 |
|
|
2024
Q1 | – | Sell |
-4,404
| Closed | -$1.15M | – | 571 |
|
|
2023
Q4 | $1.15M | Buy |
4,404
+145
| +3% | +$37.8K | 0.08% | 234 |
|
|
2023
Q3 | $980K | Buy |
+4,259
| New | +$980K | 0.08% | 231 |
|
|
2023
Q2 | – | Sell |
-2,753
| Closed | -$621K | – | 492 |
|
|
2023
Q1 | $621K | Sell |
2,753
-611
| -18% | -$138K | 0.06% | 279 |
|
|
2022
Q4 | $699K | Sell |
3,364
-38
| -1% | -$7.9K | 0.07% | 261 |
|
|
2022
Q3 | $604K | Sell |
3,402
-176
| -5% | -$31.2K | 0.05% | 285 |
|
|
2022
Q2 | $704K | Buy |
3,578
+181
| +5% | +$35.6K | 0.07% | 245 |
|
|
2022
Q1 | $753K | Buy |
3,397
+226
| +7% | +$50.1K | 0.08% | 238 |
|
|
2021
Q4 | $687K | Buy |
3,171
+347
| +12% | +$75.2K | 0.07% | 250 |
|
|
2021
Q3 | $629K | Buy |
2,824
+88
| +3% | +$19.6K | 0.07% | 244 |
|
|
2021
Q2 | $639K | Sell |
2,736
-238
| -8% | -$55.6K | 0.07% | 249 |
|
|
2021
Q1 | $629K | Buy |
2,974
+138
| +5% | +$29.2K | 0.08% | 259 |
|
|
2020
Q4 | $620K | Sell |
2,836
-4
| -0.1% | -$874 | 0.09% | 232 |
|
|
2020
Q3 | $567K | Buy |
2,840
+3
| +0.1% | +$599 | 0.09% | 220 |
|
|
2020
Q2 | $548K | Sell |
2,837
-107
| -4% | -$20.7K | 0.1% | 210 |
|
|
2020
Q1 | $474K | Buy |
2,944
+66
| +2% | +$10.6K | 0.11% | 197 |
|
|
2019
Q4 | $540K | Sell |
2,878
-151
| -5% | -$28.3K | 0.1% | 224 |
|
|
2019
Q3 | $521K | Sell |
3,029
-1,650
| -35% | -$284K | 0.1% | 223 |
|
|
2019
Q2 | $812K | Buy |
4,679
+208
| +5% | +$36.1K | 0.14% | 147 |
|
|
2019
Q1 | $698K | Buy |
4,471
+237
| +6% | +$37K | 0.13% | 150 |
|
|
2018
Q4 | $558K | Sell |
4,234
-4,137
| -49% | -$545K | 0.13% | 155 |
|
|
2018
Q3 | $1.26M | Buy |
8,371
+6
| +0.1% | +$900 | 0.24% | 103 |
|
|
2018
Q2 | $1.11M | Sell |
8,365
-1,899
| -19% | -$252K | 0.23% | 103 |
|
|
2018
Q1 | $1.23M | Buy |
10,264
+579
| +6% | +$69.2K | 0.27% | 83 |
|
|
2017
Q4 | $1.1M | Buy |
+9,685
| New | +$1.1M | 0.25% | 91 |
|