IWM
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IMG Wealth Management’s Visa V Stock Holding History

IMG Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$225K Buy
634
+163
+35% +$57.9K 0.17% 75
2025
Q1 		$165K Hold
471
– – 0.15% 79
2024
Q4 		$149K Buy
+471
New +$149K 0.14% 83