IAP
Indie Asset Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Sell |
1,152
-89
| -7% | -$31.6K | 0.74% | 35 |
|
|
2025
Q1 | $435K | Hold |
1,241
| – | – | 0.38% | 45 |
|
|
2024
Q4 | $392K | Sell |
1,241
-1,265
| -50% | -$400K | 0.31% | 53 |
|
|
2024
Q3 | $689K | Hold |
2,506
| – | – | 0.52% | 30 |
|
|
2024
Q2 | $658K | Sell |
2,506
-324
| -11% | -$85K | 0.52% | 29 |
|
|
2024
Q1 | $790K | Sell |
2,830
-117
| -4% | -$32.7K | 0.7% | 21 |
|
|
2023
Q4 | $767K | Sell |
2,947
-20
| -0.7% | -$5.21K | 0.69% | 20 |
|
|
2023
Q3 | $682K | Hold |
2,967
| – | – | 0.69% | 22 |
|
|
2023
Q2 | $705K | Hold |
2,967
| – | – | 0.77% | 20 |
|
|
2023
Q1 | $669K | Sell |
2,967
-301
| -9% | -$67.9K | 0.78% | 23 |
|
|
2022
Q4 | $679K | Sell |
3,268
-23
| -0.7% | -$4.78K | 0.74% | 25 |
|
|
2022
Q3 | $585K | Sell |
3,291
-525
| -14% | -$93.3K | 0.6% | 29 |
|
|
2022
Q2 | $751K | Sell |
3,816
-208
| -5% | -$40.9K | 0.66% | 25 |
|
|
2022
Q1 | $892K | Buy |
4,024
+16
| +0.4% | +$3.55K | 0.67% | 20 |
|
|
2021
Q4 | $869K | Sell |
4,008
-268
| -6% | -$58.1K | 0.63% | 26 |
|
|
2021
Q3 | $952K | Buy |
4,276
+45
| +1% | +$10K | 0.77% | 21 |
|
|
2021
Q2 | $989K | Sell |
4,231
-413
| -9% | -$96.5K | 0.8% | 17 |
|
|
2021
Q1 | $983K | Sell |
4,644
-59
| -1% | -$12.5K | 1.12% | 17 |
|
|
2020
Q4 | $1.03M | Sell |
4,703
-388
| -8% | -$84.9K | 1.2% | 17 |
|
|
2020
Q3 | $1.02M | Hold |
5,091
| – | – | 1.28% | 16 |
|
|
2020
Q2 | $1M | Sell |
5,091
-104
| -2% | -$20.5K | 1.26% | 16 |
|
|
2020
Q1 | $837K | Sell |
5,195
-281
| -5% | -$45.3K | 1.04% | 20 |
|
|
2019
Q4 | $1.03M | Buy |
+5,476
| New | +$1.03M | 1.09% | 19 |
|