IFWM
Institute for Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75M | Sell |
13,377
-225
| -2% | -$79.9K | 0.53% | 36 |
|
|
2025
Q1 | $4.77M | Sell |
13,602
-272
| -2% | -$95.3K | 0.61% | 32 |
|
|
2024
Q4 | $4.38M | Buy |
13,874
+116
| +0.8% | +$36.7K | 0.55% | 32 |
|
|
2024
Q3 | $3.78M | Buy |
13,758
+64
| +0.5% | +$17.6K | 0.48% | 40 |
|
|
2024
Q2 | $3.59M | Buy |
13,694
+10
| +0.1% | +$2.63K | 0.48% | 38 |
|
|
2024
Q1 | $3.82M | Sell |
13,684
-272
| -2% | -$75.9K | 0.49% | 38 |
|
|
2023
Q4 | $3.63M | Sell |
13,956
-23
| -0.2% | -$5.99K | 0.59% | 35 |
|
|
2023
Q3 | $3.22M | Buy |
13,979
+315
| +2% | +$72.5K | 0.58% | 35 |
|
|
2023
Q2 | $3.24M | Sell |
13,664
-25
| -0.2% | -$5.94K | 0.55% | 34 |
|
|
2023
Q1 | $3.09M | Sell |
13,689
-362
| -3% | -$81.6K | 0.59% | 36 |
|
|
2022
Q4 | $2.92M | Sell |
14,051
-415
| -3% | -$86.2K | 0.61% | 32 |
|
|
2022
Q3 | $2.57M | Buy |
14,466
+45
| +0.3% | +$8K | 0.58% | 35 |
|
|
2022
Q2 | $2.84M | Buy |
14,421
+299
| +2% | +$58.9K | 0.56% | 34 |
|
|
2022
Q1 | $3.13M | Sell |
14,122
-55
| -0.4% | -$12.2K | 0.51% | 38 |
|
|
2021
Q4 | $3.07M | Buy |
14,177
+199
| +1% | +$43.1K | 0.5% | 41 |
|
|
2021
Q3 | $3.11M | Buy |
13,978
+558
| +4% | +$124K | 0.55% | 34 |
|
|
2021
Q2 | $3.14M | Sell |
13,420
-5
| -0% | -$1.17K | 0.55% | 34 |
|
|
2021
Q1 | $2.84M | Sell |
13,425
-163
| -1% | -$34.5K | 0.54% | 38 |
|
|
2020
Q4 | $2.97M | Buy |
13,588
+629
| +5% | +$138K | 0.59% | 33 |
|
|
2020
Q3 | $2.59M | Buy |
12,959
+330
| +3% | +$66K | 0.59% | 32 |
|
|
2020
Q2 | $2.44M | Buy |
12,629
+715
| +6% | +$138K | 0.6% | 30 |
|
|
2020
Q1 | $1.92M | Sell |
11,914
-1,535
| -11% | -$247K | 0.59% | 32 |
|
|
2019
Q4 | $2.53M | Sell |
13,449
-6
| -0% | -$1.13K | 0.57% | 31 |
|
|
2019
Q3 | $2.31M | Sell |
13,455
-1,247
| -8% | -$214K | 0.58% | 34 |
|
|
2019
Q2 | $2.55M | Sell |
14,702
-1,362
| -8% | -$236K | 0.56% | 37 |
|
|
2019
Q1 | $2.51M | Sell |
16,064
-71
| -0.4% | -$11.1K | 0.55% | 41 |
|
|
2018
Q4 | $2.13M | Buy |
16,135
+3,446
| +27% | +$455K | 0.87% | 28 |
|
|
2018
Q3 | $1.89M | Buy |
12,689
+216
| +2% | +$32.2K | 0.64% | 43 |
|
|
2018
Q2 | $1.64M | Buy |
12,473
+39
| +0.3% | +$5.14K | 0.52% | 57 |
|
|
2018
Q1 | $1.58M | Buy |
12,434
+790
| +7% | +$100K | 0.46% | 66 |
|
|
2017
Q4 | $1.33M | Sell |
11,644
-387
| -3% | -$44.3K | 0.31% | 101 |
|
|
2017
Q3 | $1.27M | Buy |
12,031
+972
| +9% | +$102K | 0.41% | 78 |
|
|
2017
Q2 | $1.04M | Buy |
+11,059
| New | +$1.04M | 0.29% | 104 |
|