Ironwood Financial’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Hold |
835
| – | – | 0.06% | 132 |
|
|
2025
Q1 | $293K | Hold |
835
| – | – | 0.06% | 132 |
|
|
2024
Q4 | $264K | Hold |
835
| – | – | 0.06% | 141 |
|
|
2024
Q3 | $230K | Buy |
+835
| New | +$230K | 0.05% | 143 |
|
|
2021
Q4 | – | Sell |
-371
| Closed | -$83K | – | 519 |
|
|
2021
Q3 | $83K | Hold |
371
| – | – | 0.02% | 152 |
|
|
2021
Q2 | $87K | Hold |
371
| – | – | 0.03% | 146 |
|
|
2021
Q1 | $79K | Hold |
371
| – | – | 0.03% | 142 |
|
|
2020
Q4 | $81K | Sell |
371
-14
| -4% | -$3.06K | 0.03% | 138 |
|
|
2020
Q3 | $77K | Buy |
385
+20
| +5% | +$4K | 0.04% | 95 |
|
|
2020
Q2 | $71K | Buy |
365
+30
| +9% | +$5.84K | 0.04% | 89 |
|
|
2020
Q1 | $54K | Hold |
335
| – | – | 0.04% | 80 |
|
|
2019
Q4 | $63K | Hold |
335
| – | – | 0.03% | 96 |
|
|
2019
Q3 | $58K | Hold |
335
| – | – | 0.03% | 100 |
|
|
2019
Q2 | $58K | Hold |
335
| – | – | 0.03% | 99 |
|
|
2019
Q1 | $52K | Hold |
335
| – | – | 0.03% | 110 |
|
|
2018
Q4 | $44K | Buy |
335
+135
| +68% | +$17.7K | 0.02% | 111 |
|
|
2018
Q3 | $30K | Buy |
+200
| New | +$30K | 0.02% | 159 |
|
|
2015
Q1 | – | Sell |
-20
| Closed | -$1K | – | 441 |
|
|
2014
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 284 |
|