Ironwood Investment Counsel’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85M | Buy |
8,020
+1,957
| +32% | +$695K | 0.44% | 60 |
|
|
2025
Q1 | $2.13M | Buy |
6,063
+200
| +3% | +$70.1K | 0.37% | 71 |
|
|
2024
Q4 | $1.85M | Sell |
5,863
-81
| -1% | -$25.6K | 0.32% | 73 |
|
|
2024
Q3 | $1.63M | Hold |
5,944
| – | – | 0.27% | 85 |
|
|
2024
Q2 | $1.56M | Buy |
5,944
+2
| +0% | +$525 | 0.28% | 87 |
|
|
2024
Q1 | $1.66M | Sell |
5,942
-14
| -0.2% | -$3.91K | 0.29% | 85 |
|
|
2023
Q4 | $1.55M | Buy |
5,956
+4
| +0.1% | +$1.04K | 0.29% | 86 |
|
|
2023
Q3 | $1.37M | Buy |
5,952
+422
| +8% | +$97.1K | 0.29% | 87 |
|
|
2023
Q2 | $1.31M | Sell |
5,530
-277
| -5% | -$65.8K | 0.3% | 80 |
|
|
2023
Q1 | $1.31M | Sell |
5,807
-446
| -7% | -$101K | 0.31% | 78 |
|
|
2022
Q4 | $1.3M | Sell |
6,253
-81
| -1% | -$16.8K | 0.32% | 82 |
|
|
2022
Q3 | $1.13M | Buy |
6,334
+433
| +7% | +$76.9K | 0.32% | 79 |
|
|
2022
Q2 | $1.16M | Sell |
5,901
-24
| -0.4% | -$4.72K | 0.33% | 78 |
|
|
2022
Q1 | $1.31M | Buy |
5,925
+448
| +8% | +$99.4K | 0.32% | 79 |
|
|
2021
Q4 | $1.19M | Buy |
5,477
+3
| +0.1% | +$650 | 0.27% | 83 |
|
|
2021
Q3 | $1.22M | Buy |
5,474
+258
| +5% | +$57.5K | 0.31% | 71 |
|
|
2021
Q2 | $1.22M | Sell |
5,216
-19
| -0.4% | -$4.44K | 0.32% | 72 |
|
|
2021
Q1 | $1.11M | Sell |
5,235
-1,517
| -22% | -$321K | 0.32% | 72 |
|
|
2020
Q4 | $1.48M | Buy |
6,752
+319
| +5% | +$69.8K | 0.34% | 70 |
|
|
2020
Q3 | $1.29M | Buy |
6,433
+167
| +3% | +$33.4K | 0.35% | 71 |
|
|
2020
Q2 | $1.21M | Buy |
6,266
+757
| +14% | +$146K | 0.37% | 68 |
|
|
2020
Q1 | $887K | Buy |
5,509
+57
| +1% | +$9.18K | 0.35% | 69 |
|
|
2019
Q4 | $1.02M | Buy |
5,452
+42
| +0.8% | +$7.89K | 0.35% | 72 |
|
|
2019
Q3 | $930K | Buy |
5,410
+61
| +1% | +$10.5K | 0.34% | 74 |
|
|
2019
Q2 | $928K | Buy |
5,349
+12
| +0.2% | +$2.08K | 0.35% | 73 |
|
|
2019
Q1 | $833K | Buy |
5,337
+143
| +3% | +$22.3K | 0.33% | 76 |
|
|
2018
Q4 | $685K | Sell |
5,194
-4,016
| -44% | -$530K | 0.3% | 80 |
|
|
2018
Q3 | $1.38M | Buy |
9,210
+42
| +0.5% | +$6.3K | 0.53% | 56 |
|
|
2018
Q2 | $1.21M | Sell |
9,168
-65
| -0.7% | -$8.61K | 0.53% | 55 |
|
|
2018
Q1 | $1.1M | Buy |
9,233
+1
| +0% | +$120 | 0.49% | 54 |
|
|
2017
Q4 | $1.05M | Buy |
9,232
+192
| +2% | +$21.9K | 0.39% | 62 |
|
|
2017
Q3 | $951K | Sell |
9,040
-390
| -4% | -$41K | 0.38% | 62 |
|
|
2017
Q2 | $838K | Hold |
9,430
| – | – | 0.32% | 75 |
|
|
2017
Q1 | $838K | Buy |
9,430
+1,601
| +20% | +$142K | 0.35% | 72 |
|
|
2016
Q4 | $611K | Buy |
7,829
+2,979
| +61% | +$232K | 0.27% | 77 |
|
|
2016
Q3 | $401K | Buy |
4,850
+1,162
| +32% | +$96.1K | 0.19% | 102 |
|
|
2016
Q2 | $274K | Sell |
3,688
-484
| -12% | -$36K | 0.16% | 106 |
|
|
2016
Q1 | $319K | Buy |
4,172
+352
| +9% | +$26.9K | 0.17% | 106 |
|
|
2015
Q4 | $296K | Buy |
3,820
+2
| +0.1% | +$155 | 0.17% | 104 |
|
|
2015
Q3 | $266K | Buy |
3,818
+130
| +4% | +$9.06K | 0.14% | 112 |
|
|
2015
Q2 | $248K | Buy |
3,688
+1
| +0% | +$67 | 0.13% | 127 |
|
|
2015
Q1 | $241K | Sell |
3,687
-1
| -0% | -$65 | 0.12% | 132 |
|
|
2014
Q4 | $242K | Buy |
+3,688
| New | +$242K | 0.12% | 130 |
|