Integrated Investment Consultants’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
3,267
+203
| +7% | +$72.1K | 0.23% | 73 |
|
|
2025
Q1 | $1.07M | Buy |
3,064
+97
| +3% | +$34K | 0.21% | 82 |
|
|
2024
Q4 | $938K | Buy |
2,967
+80
| +3% | +$25.3K | 0.19% | 94 |
|
|
2024
Q3 | $794K | Buy |
2,887
+371
| +15% | +$102K | 0.17% | 89 |
|
|
2024
Q2 | $702K | Hold |
2,516
| – | – | 0.19% | 86 |
|
|
2024
Q1 | $702K | Sell |
2,516
-14
| -0.6% | -$3.91K | 0.19% | 86 |
|
|
2023
Q4 | $659K | Buy |
2,530
+7
| +0.3% | +$1.82K | 0.21% | 86 |
|
|
2023
Q3 | $580K | Sell |
2,523
-796
| -24% | -$183K | 0.21% | 84 |
|
|
2023
Q2 | $788K | Sell |
3,319
-4
| -0.1% | -$950 | 0.25% | 63 |
|
|
2023
Q1 | $749K | Buy |
3,323
+306
| +10% | +$69K | 0.24% | 63 |
|
|
2022
Q4 | $627K | Buy |
3,017
+567
| +23% | +$118K | 0.21% | 77 |
|
|
2022
Q3 | $435K | Buy |
2,450
+68
| +3% | +$12.1K | 0.17% | 88 |
|
|
2022
Q2 | $469K | Sell |
2,382
-1,106
| -32% | -$218K | 0.17% | 87 |
|
|
2022
Q1 | $774K | Buy |
3,488
+204
| +6% | +$45.3K | 0.21% | 75 |
|
|
2021
Q4 | $712K | Buy |
3,284
+66
| +2% | +$14.3K | 0.19% | 90 |
|
|
2021
Q3 | $717K | Buy |
3,218
+50
| +2% | +$11.1K | 0.21% | 84 |
|
|
2021
Q2 | $741K | Buy |
3,168
+387
| +14% | +$90.5K | 0.22% | 80 |
|
|
2021
Q1 | $588K | Sell |
2,781
-76
| -3% | -$16.1K | 0.2% | 92 |
|
|
2020
Q4 | $625K | Buy |
2,857
+132
| +5% | +$28.9K | 0.24% | 81 |
|
|
2020
Q3 | $545K | Sell |
2,725
-109
| -4% | -$21.8K | 0.26% | 75 |
|
|
2020
Q2 | $547K | Buy |
2,834
+258
| +10% | +$49.8K | 0.26% | 66 |
|
|
2020
Q1 | $415K | Buy |
2,576
+168
| +7% | +$27.1K | 0.25% | 72 |
|
|
2019
Q4 | $452K | Hold |
2,408
| – | – | 0.19% | 81 |
|
|
2019
Q3 | $414K | Sell |
2,408
-611
| -20% | -$105K | 0.21% | 84 |
|
|
2019
Q2 | $524K | Buy |
3,019
+744
| +33% | +$129K | 0.27% | 68 |
|
|
2019
Q1 | $355K | Sell |
2,275
-2,028
| -47% | -$316K | 0.19% | 88 |
|
|
2018
Q4 | $568K | Buy |
4,303
+467
| +12% | +$61.6K | 0.3% | 59 |
|
|
2018
Q3 | $576K | Hold |
3,836
| – | – | 0.28% | 58 |
|
|
2018
Q2 | $508K | Sell |
3,836
-323
| -8% | -$42.8K | 0.27% | 62 |
|
|
2018
Q1 | $497K | Buy |
+4,159
| New | +$497K | 0.2% | 66 |
|
|
2017
Q3 | $406K | Buy |
3,860
+899
| +30% | +$94.6K | 0.18% | 78 |
|
|
2017
Q2 | $278K | Hold |
2,961
| – | – | 0.13% | 102 |
|
|
2017
Q1 | $263K | Buy |
2,961
+20
| +0.7% | +$1.78K | 0.12% | 107 |
|
|
2016
Q4 | $229K | Hold |
2,941
| – | – | 0.11% | 124 |
|
|
2016
Q3 | $241K | Hold |
2,941
| – | – | 0.12% | 106 |
|
|
2016
Q2 | $218K | Buy |
2,941
+269
| +10% | +$19.9K | 0.12% | 114 |
|
|
2016
Q1 | $208K | Buy |
+2,672
| New | +$208K | 0.12% | 112 |
|