IFS
Intelligent Financial Strategies’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Hold |
5,963
| – | – | 1.12% | 16 |
|
|
2025
Q1 | $2.09M | Sell |
5,963
-77
| -1% | -$27K | 1.09% | 13 |
|
|
2024
Q4 | $1.91M | Sell |
6,040
-415
| -6% | -$131K | 1.06% | 16 |
|
|
2024
Q3 | $1.77M | Sell |
6,455
-1
| -0% | -$275 | 0.98% | 15 |
|
|
2024
Q2 | $1.69M | Sell |
6,456
-400
| -6% | -$105K | 1.04% | 14 |
|
|
2024
Q1 | $1.91M | Buy |
6,856
+46
| +0.7% | +$12.8K | 1.19% | 15 |
|
|
2023
Q4 | $1.77M | Sell |
6,810
-10
| -0.1% | -$2.6K | 1.24% | 17 |
|
|
2023
Q3 | $1.57M | Buy |
6,820
+1
| +0% | +$230 | 1.16% | 16 |
|
|
2023
Q2 | $1.62M | Buy |
6,819
+1
| +0% | +$237 | 1.18% | 16 |
|
|
2023
Q1 | $1.54M | Sell |
6,818
-30
| -0.4% | -$6.76K | 1.21% | 14 |
|
|
2022
Q4 | $1.42M | Buy |
6,848
+542
| +9% | +$113K | 1.2% | 16 |
|
|
2022
Q3 | $1.12M | Buy |
6,306
+2
| +0% | +$355 | 1.17% | 21 |
|
|
2022
Q2 | $1.24M | Sell |
6,304
-1,533
| -20% | -$302K | 1.26% | 18 |
|
|
2022
Q1 | $1.74M | Sell |
7,837
-708
| -8% | -$157K | 1.69% | 14 |
|
|
2021
Q4 | $1.85M | Buy |
+8,545
| New | +$1.85M | 1.67% | 15 |
|