Investment Partners Asset Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
3,638
+315
| +9% | +$112K | 0.9% | 28 |
|
|
2025
Q1 | $1.16M | Sell |
3,323
-21
| -0.6% | -$7.36K | 0.91% | 29 |
|
|
2024
Q4 | $1.06M | Buy |
3,344
+363
| +12% | +$115K | 0.83% | 33 |
|
|
2024
Q3 | $820K | Buy |
2,981
+215
| +8% | +$59.1K | 0.67% | 44 |
|
|
2024
Q2 | $726K | Buy |
2,766
+35
| +1% | +$9.19K | 0.65% | 45 |
|
|
2024
Q1 | $762K | Sell |
2,731
-91
| -3% | -$25.4K | 0.69% | 44 |
|
|
2023
Q4 | $735K | Buy |
+2,822
| New | +$735K | 0.73% | 42 |
|