IAN
Integrated Advisors Network’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.78M | Sell |
24,728
-539
| -2% | -$191K | 0.4% | 55 |
|
|
2025
Q1 | $8.86M | Sell |
25,267
-3,283
| -11% | -$1.15M | 0.45% | 52 |
|
|
2024
Q4 | $9.02M | Sell |
28,550
-57
| -0.2% | -$18K | 0.43% | 43 |
|
|
2024
Q3 | $7.87M | Sell |
28,607
-186
| -0.6% | -$51.1K | 0.37% | 63 |
|
|
2024
Q2 | $7.56M | Sell |
28,793
-11,075
| -28% | -$2.91M | 0.39% | 58 |
|
|
2024
Q1 | $11.1M | Buy |
39,868
+1,802
| +5% | +$503K | 0.57% | 33 |
|
|
2023
Q4 | $9.91M | Buy |
38,066
+13,765
| +57% | +$3.58M | 0.56% | 35 |
|
|
2023
Q3 | $5.59M | Sell |
24,301
-489
| -2% | -$112K | 0.34% | 71 |
|
|
2023
Q2 | $5.89M | Sell |
24,790
-2,737
| -10% | -$650K | 0.34% | 73 |
|
|
2023
Q1 | $6.21M | Buy |
27,527
+592
| +2% | +$133K | 0.37% | 65 |
|
|
2022
Q4 | $5.6M | Sell |
26,935
-2,412
| -8% | -$501K | 0.36% | 72 |
|
|
2022
Q3 | $5.21M | Sell |
29,347
-3,260
| -10% | -$579K | 0.35% | 67 |
|
|
2022
Q2 | $6.42M | Buy |
32,607
+14,387
| +79% | +$2.83M | 0.42% | 53 |
|
|
2022
Q1 | $4.04M | Sell |
18,220
-426
| -2% | -$94.5K | 0.24% | 111 |
|
|
2021
Q4 | $4.04M | Sell |
18,646
-2,166
| -10% | -$469K | 0.24% | 109 |
|
|
2021
Q3 | $4.64M | Buy |
20,812
+2,299
| +12% | +$512K | 0.31% | 79 |
|
|
2021
Q2 | $4.33M | Buy |
18,513
+1,754
| +10% | +$410K | 0.32% | 84 |
|
|
2021
Q1 | $3.55M | Buy |
16,759
+4,235
| +34% | +$897K | 0.32% | 79 |
|
|
2020
Q4 | $2.74M | Buy |
12,524
+480
| +4% | +$105K | 0.3% | 94 |
|
|
2020
Q3 | $2.41M | Buy |
12,044
+253
| +2% | +$50.6K | 0.3% | 90 |
|
|
2020
Q2 | $2.28M | Buy |
11,791
+73
| +0.6% | +$14.1K | 0.27% | 107 |
|
|
2020
Q1 | $1.89M | Sell |
11,718
-6,218
| -35% | -$1M | 0.37% | 77 |
|
|
2019
Q4 | $3.37M | Buy |
+17,936
| New | +$3.37M | 0.45% | 61 |
|