Investment Advisory Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Sell |
994
-1
| -0.1% | -$355 | 0.11% | 122 |
|
|
2025
Q1 | $349K | Buy |
995
+80
| +9% | +$28K | 0.12% | 116 |
|
|
2024
Q4 | $289K | Buy |
915
+18
| +2% | +$5.69K | 0.1% | 126 |
|
|
2024
Q3 | $247K | Buy |
897
+34
| +4% | +$9.34K | 0.09% | 147 |
|
|
2024
Q2 | $227K | Sell |
863
-10
| -1% | -$2.63K | 0.09% | 146 |
|
|
2024
Q1 | $244K | Buy |
873
+15
| +2% | +$4.19K | 0.1% | 138 |
|
|
2023
Q4 | $223K | Buy |
+858
| New | +$223K | 0.1% | 137 |
|