International Private Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $656K | Buy |
1,847
+144
| +8% | +$51.1K | 0.56% | 41 |
|
|
2025
Q1 | $597K | Sell |
1,703
-48
| -3% | -$16.8K | 0.57% | 42 |
|
|
2024
Q4 | $553K | Buy |
1,751
+889
| +103% | +$281K | 0.55% | 43 |
|
|
2024
Q3 | $237K | Buy |
862
+66
| +8% | +$18.1K | 0.35% | 110 |
|
|
2024
Q2 | $209K | Sell |
796
-48
| -6% | -$12.6K | 0.35% | 113 |
|
|
2024
Q1 | $236K | Sell |
844
-92
| -10% | -$25.7K | 0.45% | 98 |
|
|
2023
Q4 | $244K | Buy |
+936
| New | +$244K | 0.24% | 76 |
|