IA
IFP Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6M | Buy |
43,664
+2,701
| +7% | +$967K | 0.44% | 42 |
|
|
2025
Q1 | $14.4M | Buy |
40,963
+1,679
| +4% | +$589K | 0.44% | 37 |
|
|
2024
Q4 | $12.4M | Buy |
39,284
+1,511
| +4% | +$478K | 0.41% | 45 |
|
|
2024
Q3 | $10.4M | Buy |
37,773
+2,765
| +8% | +$760K | 0.37% | 53 |
|
|
2024
Q2 | $9.19M | Buy |
35,008
+5,787
| +20% | +$1.52M | 0.36% | 55 |
|
|
2024
Q1 | $8.16M | Sell |
29,221
-194
| -0.7% | -$54.1K | 0.36% | 62 |
|
|
2023
Q4 | $7.66M | Sell |
29,415
-427
| -1% | -$111K | 0.36% | 61 |
|
|
2023
Q3 | $6.86M | Buy |
29,842
+911
| +3% | +$210K | 0.31% | 75 |
|
|
2023
Q2 | $7.89M | Sell |
28,931
-2,476
| -8% | -$675K | 0.33% | 61 |
|
|
2023
Q1 | $2.79M | Sell |
31,407
-22,676
| -42% | -$2.02M | 0.12% | 173 |
|
|
2022
Q4 | $4.96M | Sell |
54,083
-6,068
| -10% | -$556K | 0.13% | 150 |
|
|
2022
Q3 | $5.92M | Buy |
60,151
+4,121
| +7% | +$405K | 0.15% | 135 |
|
|
2022
Q2 | $5.53M | Hold |
56,030
| – | – | 0.18% | 125 |
|
|
2022
Q1 | $5.53M | Buy |
56,030
+15,260
| +37% | +$1.51M | 0.18% | 125 |
|
|
2021
Q4 | $8.85M | Sell |
40,770
-625
| -2% | -$136K | 0.17% | 66 |
|
|
2021
Q3 | $9.23M | Buy |
41,395
+3,287
| +9% | +$733K | 0.18% | 61 |
|
|
2021
Q2 | $8.91M | Sell |
38,108
-330
| -0.9% | -$77.2K | 0.18% | 61 |
|
|
2021
Q1 | $8.14M | Sell |
38,438
-8,755
| -19% | -$1.85M | 0.16% | 61 |
|
|
2020
Q4 | $10.3M | Buy |
47,193
+1,899
| +4% | +$415K | 0.42% | 35 |
|
|
2020
Q3 | $9.06M | Sell |
45,294
-866
| -2% | -$173K | 0.54% | 33 |
|
|
2020
Q2 | $8.83M | Sell |
46,160
-389
| -0.8% | -$74.4K | 0.7% | 24 |
|
|
2020
Q1 | $7.87M | Buy |
46,549
+2,269
| +5% | +$384K | 0.79% | 19 |
|
|
2019
Q4 | $8.39M | Buy |
44,280
+1,191
| +3% | +$226K | 0.63% | 27 |
|
|
2019
Q3 | $7.5M | Buy |
+43,089
| New | +$7.5M | 0.5% | 40 |
|
|
2019
Q1 | $1.12M | Sell |
7,141
-39,953
| -85% | -$6.27M | 0.15% | 143 |
|
|
2018
Q4 | $6.17M | Sell |
47,094
-8,054
| -15% | -$1.05M | 0.38% | 56 |
|
|
2018
Q3 | $8.28M | Sell |
55,148
-11,602
| -17% | -$1.74M | 0.34% | 63 |
|
|
2018
Q2 | $8.84M | Buy |
66,750
+686
| +1% | +$90.9K | 0.37% | 53 |
|
|
2018
Q1 | $7.53M | Hold |
66,064
| – | – | 0.34% | 61 |
|
|
2017
Q4 | $7.53M | Sell |
66,064
-8,031
| -11% | -$916K | 0.34% | 61 |
|
|
2017
Q3 | $7.8M | Buy |
74,095
+1,164
| +2% | +$123K | 0.31% | 65 |
|
|
2017
Q2 | $6.84M | Buy |
72,931
+2,428
| +3% | +$228K | 0.29% | 70 |
|
|
2017
Q1 | $6.27M | Buy |
70,503
+3,613
| +5% | +$321K | 0.27% | 80 |
|
|
2016
Q4 | $5.22M | Buy |
66,890
+36,496
| +120% | +$2.85M | 0.25% | 84 |
|
|
2016
Q3 | $2.51M | Buy |
30,394
+1,687
| +6% | +$140K | 0.13% | 169 |
|
|
2016
Q2 | $2.13M | Buy |
28,707
+21,566
| +302% | +$1.6M | 0.12% | 192 |
|
|
2016
Q1 | $1.12M | Sell |
7,141
-55,970
| -89% | -$8.79M | 0.15% | 143 |
|
|
2015
Q4 | $4.89M | Buy |
+63,111
| New | +$4.89M | 0.33% | 69 |
|