IPG Investment Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-4,673
| Closed | -$1.66M | – | 238 |
|
|
2025
Q2 | $1.66M | Buy |
+4,673
| New | +$1.63M | 0.32% | 53 |
|
|
2024
Q2 | – | Sell |
-5,602
| Closed | -$1.56M | – | 200 |
|
|
2024
Q1 | $1.56M | Sell |
5,602
-3,831
| -41% | -$1.06M | 0.34% | 55 |
|
|
2023
Q4 | $2.46M | Buy |
9,433
+4,642
| +97% | +$1.14M | 0.49% | 48 |
|
|
2023
Q3 | $1.1M | Buy |
4,791
+481
| +11% | +$116K | 0.24% | 70 |
|
|
2023
Q2 | $1.02M | Buy |
4,310
+68
| +2% | +$15.6K | 0.22% | 65 |
|
|
2023
Q1 | $956K | Buy |
+4,242
| New | +$944K | 0.22% | 64 |
|
|
2022
Q4 | – | Sell |
-1,373
| Closed | -$244K | – | 159 |
|
|
2022
Q3 | $244K | Sell |
1,373
-1,571
| -53% | -$320K | 0.07% | 106 |
|
|
2022
Q2 | $580K | Sell |
2,944
-384
| -12% | -$79.4K | 0.15% | 77 |
|
|
2022
Q1 | $738K | Sell |
3,328
-9,349
| -74% | -$2.02M | 0.14% | 76 |
|
|
2021
Q4 | $2.75M | Buy |
12,677
+5,959
| +89% | +$1.28M | 0.5% | 39 |
|
|
2021
Q3 | $1.5M | Buy |
6,718
+2,802
| +72% | +$657K | 0.47% | 40 |
|
|
2021
Q2 | $916K | Buy |
3,916
+45
| +1% | +$10.3K | 0.27% | 58 |
|
|
2021
Q1 | $820K | Buy |
3,871
+140
| +4% | +$29.5K | 0.16% | 95 |
|
|
2020
Q4 | $816K | Buy |
3,731
+570
| +18% | +$117K | 0.19% | 74 |
|
|
2020
Q3 | $632K | Buy |
3,161
+176
| +6% | +$35.2K | 0.18% | 75 |
|
|
2020
Q2 | $577K | Sell |
2,985
-101
| -3% | -$18.5K | 0.2% | 68 |
|
|
2020
Q1 | $497K | Buy |
3,086
+368
| +14% | +$69.3K | 0.21% | 71 |
|
|
2019
Q4 | $511K | Sell |
2,718
-2,578
| -49% | -$464K | 0.16% | 75 |
|
|
2019
Q3 | $911K | Buy |
5,296
+221
| +4% | +$39.4K | 0.32% | 48 |
|
|
2019
Q2 | $881K | Sell |
5,075
-237
| -4% | -$38.8K | 0.32% | 53 |
|
|
2019
Q1 | $830K | Sell |
5,312
-69
| -1% | -$9.94K | 0.28% | 51 |
|
|
2018
Q4 | $710K | Buy |
5,381
+749
| +16% | +$103K | 0.27% | 49 |
|
|
2018
Q3 | $695K | Buy |
4,632
+954
| +26% | +$136K | 0.22% | 67 |
|
|
2018
Q2 | $487K | Buy |
3,678
+1,231
| +50% | +$158K | 0.17% | 89 |
|
|
2018
Q1 | $293K | Sell |
2,447
-33
| -1% | -$4K | 0.1% | 111 |
|
|
2017
Q4 | $283K | Sell |
2,480
-61
| -2% | -$6.74K | 0.12% | 103 |
|
|
2017
Q3 | $267K | Sell |
2,541
-262
| -9% | -$26.6K | 0.09% | 108 |
|
|
2017
Q2 | $263K | Sell |
2,803
-5,984
| -68% | -$555K | 0.11% | 102 |
|
|
2017
Q1 | $781K | Buy |
+8,787
| New | +$756K | 0.35% | 49 |
|
|
2016
Q3 | – | Sell |
-4,573
| Closed | -$339K | – | 136 |
|
|
2016
Q2 | $339K | Sell |
4,573
-3,350
| -42% | -$262K | 0.14% | 87 |
|
|
2016
Q1 | $606K | Sell |
7,923
-8,067
| -50% | -$586K | 0.27% | 58 |
|
|
2015
Q4 | $1.24M | Buy |
15,990
+7,350
| +85% | +$569K | 0.57% | 37 |
|
|
2015
Q3 | $602K | Buy |
+8,640
| New | +$617K | 0.28% | 61 |
|
Other funds holding V
IPG Investment Advisors's V Position: Q3 2025 in Review
IPG Investment Advisors sold out of Visa (V) in Q3 2025, closing a stake of 4,673 shares — an estimated $1.66M sold.
IPG Investment Advisors first reported a position in V in Q3 2015 and held it in 33 quarters. The position peaked at $2.75M in Q4 2021. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.
- IPG Investment Advisors reported no remaining Visa position as of Q3 2025 after selling out during the quarter.
- IPG Investment Advisors sold 4,673 Visa shares in Q3 2025, an estimated $1.66M.
- IPG Investment Advisors first reported a position in Visa in Q3 2015 and held it in 33 quarters.
- IPG Investment Advisors's Visa position peaked at $2.75M in Q4 2021.
- 4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.
Based on IPG Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.