IFA
Index Fund Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
+4,699
| New | +$1.67M | 0.09% | 38 |
|
|
2025
Q1 | – | Sell |
-1,414
| Closed | -$447K | – | 111 |
|
|
2024
Q4 | $447K | Sell |
1,414
-6
| -0.4% | -$1.9K | 0.02% | 67 |
|
|
2024
Q3 | $390K | Hold |
1,420
| – | – | 0.02% | 71 |
|
|
2024
Q2 | $373K | Hold |
1,420
| – | – | 0.02% | 67 |
|
|
2024
Q1 | $396K | Hold |
1,420
| – | – | 0.02% | 68 |
|
|
2023
Q4 | $370K | Sell |
1,420
-800
| -36% | -$208K | 0.02% | 64 |
|
|
2023
Q3 | $511K | Buy |
2,220
+780
| +54% | +$179K | 0.03% | 52 |
|
|
2023
Q2 | $342K | Hold |
1,440
| – | – | 0.02% | 68 |
|
|
2023
Q1 | $325K | Sell |
1,440
-92
| -6% | -$20.7K | 0.02% | 70 |
|
|
2022
Q4 | $318K | Sell |
1,532
-2,571
| -63% | -$534K | 0.02% | 65 |
|
|
2022
Q3 | $729K | Sell |
4,103
-392
| -9% | -$69.6K | 0.06% | 33 |
|
|
2022
Q2 | $885K | Buy |
4,495
+1
| +0% | +$197 | 0.07% | 30 |
|
|
2022
Q1 | $997K | Sell |
4,494
-170
| -4% | -$37.7K | 0.07% | 32 |
|
|
2021
Q4 | $1.01M | Buy |
+4,664
| New | +$1.01M | 0.07% | 30 |
|