IWC
Integrated Wealth Concepts’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.6M | Buy |
97,446
+10,973
| +13% | +$3.9M | 0.35% | 55 |
|
|
2025
Q1 | $30.3M | Buy |
86,473
+1,927
| +2% | +$675K | 0.35% | 57 |
|
|
2024
Q4 | $26.7M | Buy |
84,546
+6,576
| +8% | +$2.08M | 0.31% | 65 |
|
|
2024
Q3 | $21.4M | Buy |
77,970
+2,170
| +3% | +$597K | 0.26% | 85 |
|
|
2024
Q2 | $19.9M | Sell |
75,800
-5,841
| -7% | -$1.53M | 0.27% | 84 |
|
|
2024
Q1 | $22.8M | Buy |
81,641
+3,134
| +4% | +$875K | 0.33% | 68 |
|
|
2023
Q4 | $20.4M | Buy |
78,507
+8,035
| +11% | +$2.09M | 0.33% | 64 |
|
|
2023
Q3 | $16.2M | Sell |
70,472
-170
| -0.2% | -$39.1K | 0.29% | 85 |
|
|
2023
Q2 | $16.8M | Buy |
70,642
+8,773
| +14% | +$2.08M | 0.29% | 84 |
|
|
2023
Q1 | $13.9M | Buy |
61,869
+13,890
| +29% | +$3.13M | 0.29% | 83 |
|
|
2022
Q4 | $9.97M | Buy |
47,979
+337
| +0.7% | +$70K | 0.27% | 76 |
|
|
2022
Q3 | $8.46M | Sell |
47,642
-266
| -0.6% | -$47.3K | 0.27% | 79 |
|
|
2022
Q2 | $9.43M | Sell |
47,908
-638
| -1% | -$126K | 0.29% | 74 |
|
|
2022
Q1 | $10.8M | Buy |
48,546
+723
| +2% | +$160K | 0.33% | 65 |
|
|
2021
Q4 | $10.4M | Buy |
47,823
+2,515
| +6% | +$545K | 0.31% | 70 |
|
|
2021
Q3 | $10.1M | Buy |
45,308
+2,306
| +5% | +$514K | 0.33% | 67 |
|
|
2021
Q2 | $10.1M | Buy |
43,002
+1,145
| +3% | +$268K | 0.36% | 58 |
|
|
2021
Q1 | $8.86M | Buy |
41,857
+1,368
| +3% | +$290K | 0.36% | 60 |
|
|
2020
Q4 | $8.86M | Buy |
40,489
+1,856
| +5% | +$406K | 0.42% | 56 |
|
|
2020
Q3 | $7.73M | Buy |
38,633
+21,276
| +123% | +$4.25M | 0.48% | 49 |
|
|
2020
Q2 | $3.35M | Buy |
17,357
+2,277
| +15% | +$440K | 0.24% | 78 |
|
|
2020
Q1 | $2.43M | Sell |
15,080
-458
| -3% | -$73.8K | 0.22% | 80 |
|
|
2019
Q4 | $2.92M | Buy |
15,538
+1,122
| +8% | +$211K | 0.25% | 75 |
|
|
2019
Q3 | $2.48M | Buy |
14,416
+265
| +2% | +$45.6K | 0.28% | 73 |
|
|
2019
Q2 | $2.37M | Buy |
14,151
+2,020
| +17% | +$338K | 0.31% | 68 |
|
|
2019
Q1 | $1.9M | Buy |
12,131
+1,413
| +13% | +$221K | 0.32% | 71 |
|
|
2018
Q4 | $1.41M | Sell |
10,718
-643
| -6% | -$84.8K | 0.38% | 64 |
|
|
2018
Q3 | $1.71M | Buy |
11,361
+650
| +6% | +$98K | 0.52% | 44 |
|
|
2018
Q2 | $1.42M | Buy |
10,711
+760
| +8% | +$101K | 0.48% | 46 |
|
|
2018
Q1 | $1.18M | Buy |
9,951
+779
| +8% | +$92.2K | 0.47% | 54 |
|
|
2017
Q4 | $1.1M | Buy |
+9,172
| New | +$1.1M | 0.47% | 46 |
|