IIA
Integral Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
5,136
+560
| +12% | +$199K | 0.52% | 35 |
|
|
2025
Q1 | $1.6M | Buy |
4,576
+2,458
| +116% | +$861K | 0.51% | 38 |
|
|
2024
Q4 | $669K | Sell |
2,118
-85
| -4% | -$26.9K | 0.22% | 79 |
|
|
2024
Q3 | $606K | Buy |
2,203
+89
| +4% | +$24.5K | 0.2% | 84 |
|
|
2024
Q2 | $564K | Buy |
2,114
+180
| +9% | +$48K | 0.21% | 81 |
|
|
2024
Q1 | $540K | Buy |
1,934
+1,043
| +117% | +$291K | 0.22% | 80 |
|
|
2023
Q4 | $232K | Hold |
891
| – | – | 0.15% | 73 |
|
|
2023
Q3 | $205K | Hold |
891
| – | – | 0.14% | 74 |
|
|
2023
Q2 | $212K | Hold |
891
| – | – | 0.14% | 70 |
|
|
2023
Q1 | $201K | Buy |
+891
| New | +$201K | 0.14% | 78 |
|
|
2022
Q2 | – | Sell |
-1,079
| Closed | -$239K | – | 91 |
|
|
2022
Q1 | $239K | Buy |
+1,079
| New | +$239K | 0.15% | 86 |
|