Integrated Wealth Concepts’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.6M | Buy |
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|
2025
Q1 | $30.3M | Buy |
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|
2024
Q4 | $26.7M | Buy |
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|
2024
Q3 | $21.4M | Buy |
|
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|
2024
Q2 | $19.9M | Sell |
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|
2024
Q1 | $22.8M | Buy |
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|
2023
Q4 | $20.4M | Buy |
|
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|
2023
Q3 | $16.2M | Sell |
|
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|
2023
Q2 | $16.8M | Buy |
|
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|
2023
Q1 | $13.9M | Buy |
|
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|
2022
Q4 | $9.97M | Buy |
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|
2022
Q3 | $8.46M | Sell |
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|
2022
Q2 | $9.43M | Sell |
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|
2022
Q1 | $10.8M | Buy |
|
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|
2021
Q4 | $10.4M | Buy |
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|
2021
Q3 | $10.1M | Buy |
|
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|
2021
Q2 | $10.1M | Buy |
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|
2021
Q1 | $8.86M | Buy |
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|
2020
Q4 | $8.86M | Buy |
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|
2020
Q3 | $7.72M | Buy |
|
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|
2020
Q2 | $3.35M | Buy |
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|
2020
Q1 | $2.43M | Sell |
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|
2019
Q4 | $2.92M | Buy |
|
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|
2019
Q3 | $2.48M | Buy |
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|
2019
Q2 | $2.37M | Buy |
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|
2019
Q1 | $1.9M | Buy |
|
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|
2018
Q4 | $1.41M | Sell |
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|
2018
Q3 | $1.71M | Buy |
|
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|
2018
Q2 | $1.42M | Buy |
|
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|
2018
Q1 | $1.18M | Buy |
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|
2017
Q4 | $1.09M | Buy |
|