Investment Research & 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 | $6.82M | Sell |
19,209
-455
| -2% | -$162K | 2.54% | 10 |
|
|
2025
Q1 | $6.89M | Sell |
19,664
-24
| -0.1% | -$8.41K | 2.88% | 7 |
|
|
2024
Q4 | $6.22M | Buy |
19,688
+44
| +0.2% | +$13.9K | 2.58% | 8 |
|
|
2024
Q3 | $5.4M | Buy |
19,644
+51
| +0.3% | +$14K | 2.28% | 10 |
|
|
2024
Q2 | $5.14M | Buy |
19,593
+134
| +0.7% | +$35.2K | 2.28% | 11 |
|
|
2024
Q1 | $5.43M | Buy |
19,459
+324
| +2% | +$90.4K | 2.5% | 8 |
|
|
2023
Q4 | $4.98M | Hold |
19,135
| – | – | 2.54% | 7 |
|
|
2023
Q3 | $4.4M | Buy |
19,135
+2
| +0% | +$460 | 2.5% | 7 |
|
|
2023
Q2 | $4.54M | Buy |
19,133
+30
| +0.2% | +$7.12K | 2.63% | 8 |
|
|
2023
Q1 | $4.31M | Sell |
19,103
-27
| -0.1% | -$6.09K | 2.76% | 6 |
|
|
2022
Q4 | $3.97M | Sell |
19,130
-41
| -0.2% | -$8.52K | 2.61% | 7 |
|
|
2022
Q3 | $3.41M | Buy |
19,171
+278
| +1% | +$49.4K | 2.55% | 8 |
|
|
2022
Q2 | $3.72M | Buy |
18,893
+752
| +4% | +$148K | 2.69% | 7 |
|
|
2022
Q1 | $4.02M | Buy |
18,141
+214
| +1% | +$47.5K | 2.52% | 8 |
|
|
2021
Q4 | $3.89M | Sell |
17,927
-91
| -0.5% | -$19.7K | 2.36% | 10 |
|
|
2021
Q3 | $4.03M | Buy |
18,018
+24
| +0.1% | +$5.37K | 2.65% | 8 |
|
|
2021
Q2 | $4.21M | Sell |
17,994
-41
| -0.2% | -$9.59K | 2.77% | 8 |
|
|
2021
Q1 | $3.82M | Sell |
18,035
-765
| -4% | -$162K | 2.81% | 8 |
|
|
2020
Q4 | $4.11M | Buy |
18,800
+55
| +0.3% | +$12K | 3.05% | 7 |
|
|
2020
Q3 | $3.75M | Sell |
18,745
-342
| -2% | -$68.4K | 3.11% | 7 |
|
|
2020
Q2 | $3.65M | Sell |
19,087
-105
| -0.5% | -$20.1K | 3.28% | 7 |
|
|
2020
Q1 | $3.09M | Sell |
19,192
-552
| -3% | -$88.9K | 2.87% | 10 |
|
|
2019
Q4 | $3.71M | Buy |
+19,744
| New | +$3.71M | 3.43% | 5 |
|