IAM
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Impact Asset Management’s Visa V Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$11.1M Buy
31,640
+1,350
+4% +$473K 4.34% 4
2024
Q4
$9.57M Sell
30,290
-7,360
-20% -$2.33M 3.78% 5
2024
Q3
$10.4M Buy
+37,650
New +$10.4M 3.98% 6