Independent Solutions Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.1M | Buy |
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|
2025
Q2 | $5.09M | Buy |
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|
2025
Q1 | $5.02M | Sell |
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|
2024
Q4 | $4.66M | Buy |
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|
2024
Q3 | $4.06M | Sell |
|
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|
2024
Q2 | $3.92M | Sell |
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|
2024
Q1 | $4.22M | Sell |
|
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|
2023
Q4 | $4.05M | Buy |
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|
2023
Q3 | $3.4M | Sell |
|
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|
2023
Q2 | $3.89M | Buy |
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|
2023
Q1 | $3.19M | Buy |
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|
2022
Q4 | $2.94M | Sell |
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|
2022
Q3 | $2.53M | Sell |
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|
2022
Q2 | $2.85M | Sell |
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|
2022
Q1 | $3.77M | Sell |
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|
2021
Q4 | $3.81M | Sell |
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|
2021
Q3 | $4.13M | Sell |
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|
2021
Q2 | $4.34M | Buy |
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|
2021
Q1 | $3.28M | Buy |
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|
2020
Q4 | $2.87M | Buy |
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|
2020
Q3 | $2.33M | Buy |
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|
2020
Q2 | $1.74M | Buy |
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|
2020
Q1 | $1.02M | Buy |
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|
2019
Q4 | $1.09M | Buy |
|