IVC Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.83M | Buy |
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|
2025
Q2 | $1.86M | Sell |
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|
2025
Q1 | $1.84M | Sell |
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|
2024
Q4 | $1.69M | Sell |
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|
2024
Q3 | $1.54M | Sell |
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|
2024
Q2 | $1.49M | Sell |
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|
2024
Q1 | $1.6M | Buy |
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|
2023
Q4 | $1.49M | Sell |
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|
2023
Q3 | $1.36M | Buy |
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|
2023
Q2 | $1.4M | Buy |
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|
2023
Q1 | $1.32M | Sell |
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|
2022
Q4 | $1.26M | Buy |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.19M | Buy |
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|
2022
Q1 | $1.32M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $1.17M | Buy |
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