IRON Financial’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $297K | Buy |
984
+76
| +8% | +$24.4K | 0.13% | 98 |
|
|
2025
Q4 | $318K | Buy |
908
+3
| +0.3% | +$1.02K | 0.15% | 86 |
|
|
2025
Q3 | $309K | Buy |
905
+3
| +0.3% | +$1.04K | 0.15% | 82 |
|
|
2025
Q2 | $320K | Buy |
902
+21
| +2% | +$7.32K | 0.17% | 85 |
|
|
2025
Q1 | $309K | Hold |
881
| – | – | 0.17% | 74 |
|
|
2024
Q4 | $278K | Hold |
881
| – | – | 0.16% | 77 |
|
|
2024
Q3 | $242K | Sell |
881
-1
| -0.1% | -$270 | 0.13% | 84 |
|
|
2024
Q2 | $231K | Buy |
882
+5
| +0.6% | +$1.37K | 0.13% | 88 |
|
|
2024
Q1 | $245K | Buy |
877
+108
| +14% | +$29.8K | 0.14% | 85 |
|
|
2023
Q4 | $200K | Buy |
+769
| New | +$190K | 0.11% | 95 |
|
|
2022
Q2 | – | Sell |
-997
| Closed | -$221K | – | 111 |
|
|
2022
Q1 | $221K | Sell |
997
-77
| -7% | -$16.7K | 0.1% | 98 |
|
|
2021
Q4 | $233K | Hold |
1,074
| – | – | 0.1% | 100 |
|
|
2021
Q3 | $239K | Sell |
1,074
-24
| -2% | -$5.63K | 0.11% | 97 |
|
|
2021
Q2 | $257K | Sell |
1,098
-45
| -4% | -$10.3K | 0.12% | 87 |
|
|
2021
Q1 | $242K | Sell |
1,143
-932
| -45% | -$196K | 0.13% | 87 |
|
|
2020
Q4 | $454K | Buy |
2,075
+847
| +69% | +$173K | 0.23% | 43 |
|
|
2020
Q3 | $246K | Sell |
1,228
-241
| -16% | -$48.1K | 0.14% | 85 |
|
|
2020
Q2 | $284K | Buy |
1,469
+21
| +1% | +$3.84K | 0.15% | 80 |
|
|
2020
Q1 | $233K | Sell |
1,448
-48
| -3% | -$9.04K | 0.15% | 87 |
|
|
2019
Q4 | $281K | Buy |
1,496
+96
| +7% | +$17.3K | 0.13% | 90 |
|
|
2019
Q3 | $241K | Buy |
+1,400
| New | +$249K | 0.18% | 82 |
|
Other funds holding V
VCM
VPM
