IAG
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Ipsen Advisor Group’s Visa V Stock Holding History

Ipsen Advisor Group’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$681K Buy
1,918
+29
+2% +$10.3K 0.52% 50
2025
Q1 		$662K Sell
1,889
-170
-8% -$59.6K 0.57% 43
2024
Q4 		$651K Buy
+2,059
New +$651K 0.56% 45
2022
Q4 		$438K Buy
+2,109
New +$438K 0.51% 47