Independent Wealth Network’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 | $1.93M | Buy |
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|
2025
Q2 | $1.97M | Buy |
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|
2025
Q1 | $1.87M | Sell |
|
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|
2024
Q4 | $1.69M | Sell |
|
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|
2024
Q3 | $1.47M | Buy |
|
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|
2024
Q2 | $1.39M | Buy |
|
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|
2024
Q1 | $1.47M | Buy |
|
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|
2023
Q4 | $1.32M | Buy |
|
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|
2023
Q3 | $1M | Buy |
|
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|
2023
Q2 | $1.01M | Buy |
|
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|
2023
Q1 | $956K | Buy |
|
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|
2022
Q4 | $733K | Buy |
|
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|
2022
Q3 | $620K | Sell |
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|
2022
Q2 | $700K | Sell |
|
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|
2022
Q1 | $793K | Buy |
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|
2021
Q4 | $770K | Buy |
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|
2021
Q3 | $732K | Buy |
|