ISWM
Independent Solutions Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.09M | Buy |
14,344
+23
| +0.2% | +$8.17K | 0.99% | 27 |
|
|
2025
Q1 | $5.02M | Sell |
14,321
-439
| -3% | -$154K | 1.12% | 25 |
|
|
2024
Q4 | $4.66M | Buy |
14,760
+11
| +0.1% | +$3.48K | 1.02% | 27 |
|
|
2024
Q3 | $4.06M | Sell |
14,749
-175
| -1% | -$48.1K | 0.92% | 30 |
|
|
2024
Q2 | $3.92M | Sell |
14,924
-191
| -1% | -$50.1K | 0.9% | 28 |
|
|
2024
Q1 | $4.22M | Sell |
15,115
-436
| -3% | -$122K | 1% | 26 |
|
|
2023
Q4 | $4.05M | Buy |
15,551
+751
| +5% | +$196K | 1.04% | 23 |
|
|
2023
Q3 | $3.4M | Sell |
14,800
-1,571
| -10% | -$361K | 0.88% | 25 |
|
|
2023
Q2 | $3.89M | Buy |
16,371
+2,217
| +16% | +$526K | 0.98% | 22 |
|
|
2023
Q1 | $3.19M | Buy |
14,154
+10
| +0.1% | +$2.26K | 0.94% | 24 |
|
|
2022
Q4 | $2.94M | Sell |
14,144
-105
| -0.7% | -$21.8K | 0.9% | 26 |
|
|
2022
Q3 | $2.53M | Sell |
14,249
-205
| -1% | -$36.4K | 0.83% | 28 |
|
|
2022
Q2 | $2.85M | Sell |
14,454
-2,550
| -15% | -$502K | 0.89% | 24 |
|
|
2022
Q1 | $3.77M | Sell |
17,004
-585
| -3% | -$130K | 0.89% | 25 |
|
|
2021
Q4 | $3.81M | Sell |
17,589
-963
| -5% | -$209K | 0.9% | 27 |
|
|
2021
Q3 | $4.13M | Sell |
18,552
-1
| -0% | -$223 | 1.02% | 20 |
|
|
2021
Q2 | $4.34M | Buy |
18,553
+3,046
| +20% | +$712K | 1.05% | 21 |
|
|
2021
Q1 | $3.28M | Buy |
15,507
+2,381
| +18% | +$504K | 0.9% | 26 |
|
|
2020
Q4 | $2.87M | Buy |
13,126
+1,474
| +13% | +$322K | 0.9% | 25 |
|
|
2020
Q3 | $2.33M | Buy |
11,652
+2,647
| +29% | +$529K | 0.89% | 26 |
|
|
2020
Q2 | $1.74M | Buy |
9,005
+2,674
| +42% | +$517K | 0.74% | 34 |
|
|
2020
Q1 | $1.02M | Buy |
6,331
+531
| +9% | +$85.6K | 0.56% | 38 |
|
|
2019
Q4 | $1.09M | Buy |
+5,800
| New | +$1.09M | 0.48% | 40 |
|