IAA
Independent Advisor Alliance’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.9M | Buy |
81,514
+110
| +0.1% | +$39.1K | 0.83% | 21 |
|
|
2025
Q1 | $28.5M | Buy |
81,404
+3,351
| +4% | +$1.17M | 0.94% | 21 |
|
|
2024
Q4 | $24.7M | Buy |
78,053
+6,683
| +9% | +$2.11M | 0.33% | 62 |
|
|
2024
Q3 | $19.6M | Sell |
71,370
-7,927
| -10% | -$2.18M | 0.71% | 25 |
|
|
2024
Q2 | $20.8M | Sell |
79,297
-872
| -1% | -$229K | 0.71% | 27 |
|
|
2024
Q1 | $22.4M | Sell |
80,169
-3,421
| -4% | -$955K | 0.81% | 25 |
|
|
2023
Q4 | $21.5M | Buy |
83,590
+10,615
| +15% | +$2.73M | 0.78% | 25 |
|
|
2023
Q3 | $16.8M | Buy |
72,975
+514
| +0.7% | +$118K | 0.76% | 30 |
|
|
2023
Q2 | $17.2M | Sell |
72,461
-1,521
| -2% | -$361K | 0.76% | 25 |
|
|
2023
Q1 | $16.7M | Buy |
73,982
+1,509
| +2% | +$340K | 0.8% | 26 |
|
|
2022
Q4 | $1.05M | Buy |
72,473
+2,517
| +4% | +$36.4K | 0.36% | 42 |
|
|
2022
Q3 | $12.4M | Sell |
69,956
-41,133
| -37% | -$7.31M | 0.72% | 30 |
|
|
2022
Q2 | $21.9M | Sell |
111,089
-2,140
| -2% | -$421K | 1.22% | 12 |
|
|
2022
Q1 | $25.1M | Buy |
113,229
+851
| +0.8% | +$189K | 1.21% | 12 |
|
|
2021
Q4 | $24.4M | Buy |
112,378
+14,193
| +14% | +$3.08M | 1.2% | 12 |
|
|
2021
Q3 | $21.9M | Buy |
98,185
+4,455
| +5% | +$992K | 1.22% | 12 |
|
|
2021
Q2 | $21.9M | Sell |
93,730
-3,472
| -4% | -$812K | 1.2% | 11 |
|
|
2021
Q1 | $20.6M | Sell |
97,202
-6,506
| -6% | -$1.38M | 1.22% | 11 |
|
|
2020
Q4 | $22.7M | Buy |
103,708
+759
| +0.7% | +$166K | 1.54% | 5 |
|
|
2020
Q3 | $20.5M | Buy |
102,949
+6,294
| +7% | +$1.26M | 1.56% | 6 |
|
|
2020
Q2 | $18.7M | Buy |
96,655
+3,942
| +4% | +$761K | 2% | 5 |
|
|
2020
Q1 | $14.9M | Sell |
92,713
-1,498
| -2% | -$241K | 2.17% | 5 |
|
|
2019
Q4 | $17.7M | Sell |
94,211
-2,785
| -3% | -$523K | 0.77% | 22 |
|
|
2019
Q3 | $16.7M | Buy |
96,996
+816
| +0.8% | +$140K | 2.04% | 5 |
|
|
2019
Q2 | $16.5M | Buy |
96,180
+2,302
| +2% | +$395K | 2.39% | 4 |
|
|
2019
Q1 | $14.7M | Sell |
93,878
-7,172
| -7% | -$1.12M | 2.06% | 5 |
|
|
2018
Q4 | $13.3M | Buy |
101,050
+2,794
| +3% | +$369K | 2.36% | 4 |
|
|
2018
Q3 | $14.7M | Buy |
98,256
+23,578
| +32% | +$3.52M | 2.64% | 1 |
|
|
2018
Q2 | $9.81M | Buy |
74,678
+1,902
| +3% | +$250K | 2.04% | 3 |
|
|
2018
Q1 | $8.62M | Buy |
72,776
+18,676
| +35% | +$2.21M | 1.92% | 3 |
|
|
2017
Q4 | $6.46M | Buy |
54,100
+4,080
| +8% | +$487K | 1.44% | 12 |
|
|
2017
Q3 | $5.35M | Buy |
50,020
+6,827
| +16% | +$731K | 1.47% | 14 |
|
|
2017
Q2 | $4.11M | Buy |
43,193
+22,536
| +109% | +$2.14M | 1.31% | 17 |
|
|
2017
Q1 | $1.84M | Buy |
20,657
+2,182
| +12% | +$194K | 0.29% | 98 |
|
|
2016
Q4 | $1.51M | Buy |
+18,475
| New | +$1.51M | 0.65% | 56 |
|