IFPG
Intrepid Financial Planning Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Sell |
10,304
-814
| -7% | -$289K | 1.54% | 17 |
|
|
2025
Q1 | $3.9M | Sell |
11,118
-468
| -4% | -$164K | 1.8% | 15 |
|
|
2024
Q4 | $3.66M | Sell |
11,586
-165
| -1% | -$52.1K | 1.55% | 16 |
|
|
2024
Q3 | $3.23M | Sell |
11,751
-451
| -4% | -$124K | 1.38% | 16 |
|
|
2024
Q2 | $3.2M | Sell |
12,202
-157
| -1% | -$41.2K | 1.37% | 19 |
|
|
2024
Q1 | $3.45M | Sell |
12,359
-85
| -0.7% | -$23.7K | 1.49% | 16 |
|
|
2023
Q4 | $3.24M | Sell |
12,444
-265
| -2% | -$69K | 1.55% | 16 |
|
|
2023
Q3 | $2.92M | Sell |
12,709
-460
| -3% | -$106K | 1.51% | 17 |
|
|
2023
Q2 | $3.13M | Sell |
13,169
-168
| -1% | -$39.9K | 1.5% | 17 |
|
|
2023
Q1 | $3.01M | Sell |
13,337
-95
| -0.7% | -$21.4K | 1.52% | 16 |
|
|
2022
Q4 | $2.79M | Sell |
13,432
-55
| -0.4% | -$11.4K | 1.52% | 17 |
|
|
2022
Q3 | $2.4M | Buy |
13,487
+30
| +0.2% | +$5.33K | 1.36% | 20 |
|
|
2022
Q2 | $2.65M | Buy |
+13,457
| New | +$2.65M | 1.46% | 18 |
|