IWS
Insight Wealth Strategies’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $656K | Buy |
1,846
+5
| +0.3% | +$1.78K | 0.08% | 114 |
|
|
2025
Q1 | $645K | Sell |
1,841
-19
| -1% | -$6.66K | 0.09% | 113 |
|
|
2024
Q4 | $588K | Buy |
1,860
+52
| +3% | +$16.4K | 0.08% | 116 |
|
|
2024
Q3 | $497K | Buy |
1,808
+3
| +0.2% | +$825 | 0.07% | 130 |
|
|
2024
Q2 | $474K | Buy |
1,805
+31
| +2% | +$8.14K | 0.07% | 133 |
|
|
2024
Q1 | $495K | Sell |
1,774
-65
| -4% | -$18.1K | 0.07% | 132 |
|
|
2023
Q4 | $479K | Buy |
1,839
+21
| +1% | +$5.47K | 0.08% | 130 |
|
|
2023
Q3 | $418K | Sell |
1,818
-14
| -0.8% | -$3.22K | 0.08% | 121 |
|
|
2023
Q2 | $435K | Sell |
1,832
-160
| -8% | -$38K | 0.08% | 114 |
|
|
2023
Q1 | $449K | Hold |
1,992
| – | – | 0.09% | 109 |
|
|
2022
Q4 | $414K | Sell |
1,992
-15,110
| -88% | -$3.14M | 0.08% | 112 |
|
|
2022
Q3 | $3.37M | Hold |
17,102
| – | – | 0.63% | 25 |
|
|
2022
Q2 | $3.37M | Sell |
17,102
-811
| -5% | -$160K | 0.63% | 25 |
|
|
2022
Q1 | $3.97M | Buy |
17,913
+633
| +4% | +$140K | 0.59% | 26 |
|
|
2021
Q4 | $3.75M | Buy |
17,280
+1,339
| +8% | +$290K | 0.53% | 28 |
|
|
2021
Q3 | $3.55M | Buy |
15,941
+405
| +3% | +$90.2K | 0.5% | 29 |
|
|
2021
Q2 | $3.63M | Sell |
15,536
-2,963
| -16% | -$693K | 0.52% | 28 |
|
|
2021
Q1 | $3.92M | Buy |
18,499
+2,914
| +19% | +$617K | 0.52% | 29 |
|
|
2020
Q4 | $3.41M | Buy |
15,585
+294
| +2% | +$64.3K | 0.58% | 27 |
|
|
2020
Q3 | $3.06M | Buy |
15,291
+4,817
| +46% | +$963K | 0.57% | 28 |
|
|
2020
Q2 | $2.02M | Buy |
10,474
+1,542
| +17% | +$298K | 0.45% | 28 |
|
|
2020
Q1 | $1.44M | Sell |
8,932
-13,341
| -60% | -$2.15M | 0.38% | 29 |
|
|
2019
Q4 | $4.19M | Sell |
22,273
-445
| -2% | -$83.6K | 0.89% | 23 |
|
|
2019
Q3 | $3.91M | Buy |
22,718
+2,276
| +11% | +$392K | 0.92% | 21 |
|
|
2019
Q2 | $3.55M | Buy |
20,442
+3,836
| +23% | +$666K | 0.87% | 21 |
|
|
2019
Q1 | $2.59M | Buy |
16,606
+689
| +4% | +$108K | 0.72% | 26 |
|
|
2018
Q4 | $2.1M | Buy |
+15,917
| New | +$2.1M | 0.64% | 22 |
|