IWN
Independent Wealth Network’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
5,555
+215
| +4% | +$76.3K | 0.72% | 34 |
|
|
2025
Q1 | $1.87M | Sell |
5,340
-13
| -0.2% | -$4.56K | 0.75% | 33 |
|
|
2024
Q4 | $1.69M | Sell |
5,353
-7
| -0.1% | -$2.21K | 0.69% | 35 |
|
|
2024
Q3 | $1.47M | Buy |
5,360
+47
| +0.9% | +$12.9K | 0.65% | 37 |
|
|
2024
Q2 | $1.39M | Buy |
5,313
+46
| +0.9% | +$12.1K | 0.65% | 39 |
|
|
2024
Q1 | $1.47M | Buy |
5,267
+205
| +4% | +$57.2K | 0.69% | 36 |
|
|
2023
Q4 | $1.32M | Buy |
5,062
+695
| +16% | +$181K | 0.69% | 36 |
|
|
2023
Q3 | $1M | Buy |
4,367
+93
| +2% | +$21.4K | 0.62% | 40 |
|
|
2023
Q2 | $1.01M | Buy |
4,274
+34
| +0.8% | +$8.07K | 0.61% | 42 |
|
|
2023
Q1 | $956K | Buy |
4,240
+713
| +20% | +$161K | 0.61% | 39 |
|
|
2022
Q4 | $733K | Buy |
3,527
+35
| +1% | +$7.27K | 0.5% | 43 |
|
|
2022
Q3 | $620K | Sell |
3,492
-62
| -2% | -$11K | 0.48% | 49 |
|
|
2022
Q2 | $700K | Sell |
3,554
-24
| -0.7% | -$4.73K | 0.5% | 48 |
|
|
2022
Q1 | $793K | Buy |
3,578
+26
| +0.7% | +$5.76K | 0.5% | 48 |
|
|
2021
Q4 | $770K | Buy |
3,552
+35
| +1% | +$7.59K | 0.47% | 52 |
|
|
2021
Q3 | $732K | Buy |
+3,517
| New | +$732K | 0.48% | 55 |
|