IHT Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
33,320
+578
| +2% | +$205K | 0.33% | 71 |
|
|
2025
Q1 | $11.5M | Sell |
32,742
-959
| -3% | -$336K | 0.36% | 63 |
|
|
2024
Q4 | $10.7M | Sell |
33,701
-5,681
| -14% | -$1.8M | 0.34% | 61 |
|
|
2024
Q3 | $10.9M | Buy |
39,382
+5,810
| +17% | +$1.6M | 0.31% | 63 |
|
|
2024
Q2 | $8.81M | Buy |
33,572
+301
| +0.9% | +$79K | 0.33% | 61 |
|
|
2024
Q1 | $9.29M | Buy |
33,271
+893
| +3% | +$249K | 0.37% | 54 |
|
|
2023
Q4 | $8.43M | Buy |
32,378
+7,486
| +30% | +$1.95M | 0.38% | 50 |
|
|
2023
Q3 | $5.73M | Sell |
24,892
-533
| -2% | -$123K | 0.29% | 73 |
|
|
2023
Q2 | $6.04M | Buy |
25,425
+561
| +2% | +$133K | 0.31% | 62 |
|
|
2023
Q1 | $5.61M | Buy |
24,864
+154
| +0.6% | +$34.7K | 0.32% | 64 |
|
|
2022
Q4 | $5.13M | Sell |
24,710
-397
| -2% | -$82.5K | 0.32% | 70 |
|
|
2022
Q3 | $4.46M | Buy |
25,107
+4,888
| +24% | +$868K | 0.34% | 55 |
|
|
2022
Q2 | $3.98M | Sell |
20,219
-171
| -0.8% | -$33.7K | 0.35% | 53 |
|
|
2022
Q1 | $4.52M | Buy |
20,390
+824
| +4% | +$183K | 0.34% | 56 |
|
|
2021
Q4 | $4.24M | Sell |
19,566
-265
| -1% | -$57.4K | 0.31% | 67 |
|
|
2021
Q3 | $4.42M | Sell |
19,831
-4,981
| -20% | -$1.11M | 0.36% | 59 |
|
|
2021
Q2 | $5.8M | Sell |
24,812
-148
| -0.6% | -$34.6K | 0.37% | 50 |
|
|
2021
Q1 | $5.29M | Sell |
24,960
-1,639
| -6% | -$347K | 0.38% | 53 |
|
|
2020
Q4 | $5.82M | Buy |
26,599
+3,240
| +14% | +$709K | 0.48% | 35 |
|
|
2020
Q3 | $4.67M | Buy |
23,359
+4,010
| +21% | +$802K | 0.47% | 35 |
|
|
2020
Q2 | $3.74M | Sell |
19,349
-1,346
| -7% | -$260K | 0.51% | 36 |
|
|
2020
Q1 | $3.33M | Buy |
20,695
+1,822
| +10% | +$294K | 0.48% | 48 |
|
|
2019
Q4 | $3.55M | Buy |
18,873
+2,155
| +13% | +$405K | 0.42% | 52 |
|
|
2019
Q3 | $2.88M | Buy |
16,718
+3,576
| +27% | +$616K | 0.39% | 56 |
|
|
2019
Q2 | $2.29M | Buy |
13,142
+912
| +7% | +$159K | 0.33% | 70 |
|
|
2019
Q1 | $1.91M | Sell |
12,230
-30
| -0.2% | -$4.69K | 0.32% | 80 |
|
|
2018
Q4 | $1.62M | Buy |
12,260
+1,413
| +13% | +$186K | 0.31% | 89 |
|
|
2018
Q3 | $1.63M | Buy |
10,847
+624
| +6% | +$93.7K | 0.35% | 70 |
|
|
2018
Q2 | $1.35M | Buy |
10,223
+1,287
| +14% | +$170K | 0.35% | 73 |
|
|
2018
Q1 | $1.06M | Buy |
8,936
+338
| +4% | +$40K | 0.28% | 83 |
|
|
2017
Q4 | $1.03M | Buy |
8,598
+1,307
| +18% | +$156K | 0.27% | 95 |
|
|
2017
Q3 | $780K | Sell |
7,291
-206
| -3% | -$22K | 0.33% | 77 |
|
|
2017
Q2 | $15 | Sell |
7,497
-1,795
| -19% | -$4 | 0.01% | 860 |
|
|
2017
Q1 | $827K | Buy |
9,292
+583
| +7% | +$51.9K | 0.55% | 37 |
|
|
2016
Q4 | $692K | Buy |
+8,709
| New | +$692K | 0.52% | 43 |
|