IWA
IVC Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
5,246
-5
| -0.1% | -$1.78K | 0.91% | 22 |
|
|
2025
Q1 | $1.84M | Sell |
5,251
-89
| -2% | -$31.2K | 0.99% | 19 |
|
|
2024
Q4 | $1.69M | Sell |
5,340
-248
| -4% | -$78.4K | 0.94% | 20 |
|
|
2024
Q3 | $1.54M | Sell |
5,588
-79
| -1% | -$21.7K | 0.84% | 27 |
|
|
2024
Q2 | $1.49M | Sell |
5,667
-50
| -0.9% | -$13.1K | 0.83% | 28 |
|
|
2024
Q1 | $1.6M | Buy |
5,717
+4
| +0.1% | +$1.12K | 0.92% | 24 |
|
|
2023
Q4 | $1.49M | Sell |
5,713
-200
| -3% | -$52.1K | 0.92% | 25 |
|
|
2023
Q3 | $1.36M | Buy |
5,913
+25
| +0.4% | +$5.75K | 0.91% | 23 |
|
|
2023
Q2 | $1.4M | Buy |
5,888
+25
| +0.4% | +$5.94K | 0.89% | 25 |
|
|
2023
Q1 | $1.32M | Sell |
5,863
-5,490
| -48% | -$1.24M | 0.94% | 24 |
|
|
2022
Q4 | $1.26M | Buy |
11,353
+5,314
| +88% | +$590K | 0.93% | 24 |
|
|
2022
Q3 | $1.07M | Sell |
6,039
-20
| -0.3% | -$3.55K | 0.86% | 26 |
|
|
2022
Q2 | $1.19M | Buy |
6,059
+106
| +2% | +$20.9K | 0.92% | 25 |
|
|
2022
Q1 | $1.32M | Buy |
5,953
+196
| +3% | +$43.5K | 0.87% | 24 |
|
|
2021
Q4 | $1.25M | Buy |
5,757
+46
| +0.8% | +$9.97K | 0.8% | 28 |
|
|
2021
Q3 | $1.27M | Buy |
5,711
+226
| +4% | +$50.3K | 0.88% | 29 |
|
|
2021
Q2 | $1.28M | Buy |
5,485
+40
| +0.7% | +$9.36K | 0.9% | 24 |
|
|
2021
Q1 | $1.15M | Buy |
5,445
+100
| +2% | +$21.2K | 0.91% | 32 |
|
|
2020
Q4 | $1.17M | Buy |
+5,345
| New | +$1.17M | 1.12% | 20 |
|