IWM
Integris Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Sell |
1,026
-23
| -2% | -$8.17K | 0.1% | 78 |
|
|
2025
Q1 | $368K | Hold |
1,049
| – | – | 0.1% | 68 |
|
|
2024
Q4 | $332K | Buy |
1,049
+150
| +17% | +$47.4K | 0.09% | 77 |
|
|
2024
Q3 | $247K | Sell |
899
-28
| -3% | -$7.7K | 0.07% | 91 |
|
|
2024
Q2 | $243K | Sell |
927
-97
| -9% | -$25.5K | 0.07% | 83 |
|
|
2024
Q1 | $286K | Sell |
1,024
-48
| -4% | -$13.4K | 0.08% | 75 |
|
|
2023
Q4 | $279K | Sell |
1,072
-20
| -2% | -$5.21K | 0.08% | 76 |
|
|
2023
Q3 | $251K | Buy |
1,092
+33
| +3% | +$7.59K | 0.08% | 79 |
|
|
2023
Q2 | $251K | Sell |
1,059
-163
| -13% | -$38.7K | 0.09% | 74 |
|
|
2023
Q1 | $275K | Sell |
1,222
-125
| -9% | -$28.2K | 0.1% | 66 |
|
|
2022
Q4 | $280K | Buy |
+1,347
| New | +$280K | 0.11% | 67 |
|