IA
IFS Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $187K | Hold |
528
| – | – | 0.14% | 19 |
|
|
2025
Q1 | $185K | Hold |
528
| – | – | 0.15% | 18 |
|
|
2024
Q4 | $167K | Hold |
528
| – | – | 0.13% | 19 |
|
|
2024
Q3 | $145K | Hold |
528
| – | – | 0.12% | 18 |
|
|
2024
Q2 | $139K | Hold |
528
| – | – | 0.12% | 18 |
|
|
2024
Q1 | $147K | Hold |
528
| – | – | 0.13% | 18 |
|
|
2023
Q4 | $137K | Buy |
528
+10
| +2% | +$2.6K | 0.16% | 16 |
|
|
2023
Q3 | $119K | Hold |
518
| – | – | 0.22% | 15 |
|
|
2023
Q2 | $123K | Hold |
518
| – | – | 0.3% | 11 |
|
|
2023
Q1 | $117K | Hold |
518
| – | – | 0.48% | 10 |
|
|
2022
Q4 | $108K | Hold |
518
| – | – | 0.19% | 13 |
|
|
2022
Q3 | $92K | Buy |
518
+408
| +371% | +$72.5K | 0.17% | 13 |
|
|
2022
Q2 | $21K | Hold |
110
| – | – | 0.06% | 30 |
|
|
2022
Q1 | $24K | Hold |
110
| – | – | 0.02% | 34 |
|
|
2021
Q4 | $23K | Buy |
+110
| New | +$23K | 0.02% | 49 |
|
|
2021
Q1 | – | Sell |
-110
| Closed | -$24K | – | 143 |
|
|
2020
Q4 | $24K | Buy |
+110
| New | +$24K | 0.02% | 68 |
|