Intergy Private Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $772K | Buy |
2,174
+505
| +30% | +$179K | 0.26% | 54 |
|
|
2025
Q1 | $585K | Sell |
1,669
-8
| -0.5% | -$2.8K | 0.22% | 59 |
|
|
2024
Q4 | $530K | Buy |
1,677
+67
| +4% | +$21.2K | 0.2% | 62 |
|
|
2024
Q3 | $443K | Buy |
1,610
+48
| +3% | +$13.2K | 0.17% | 64 |
|
|
2024
Q2 | $410K | Buy |
+1,562
| New | +$410K | 0.17% | 63 |
|