WAOI
Wealth Advisors of Iowa’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Sell |
2,566
-124
| -5% | -$44K | 0.34% | 36 |
|
|
2025
Q1 | $943K | Buy |
2,690
+70
| +3% | +$24.5K | 0.41% | 31 |
|
|
2024
Q4 | $828K | Buy |
2,620
+26
| +1% | +$8.22K | 0.42% | 28 |
|
|
2024
Q3 | $713K | Buy |
2,594
+25
| +1% | +$6.88K | 0.36% | 31 |
|
|
2024
Q2 | $674K | Sell |
2,569
-18
| -0.7% | -$4.72K | 0.38% | 18 |
|
|
2024
Q1 | $722K | Buy |
2,587
+1,000
| +63% | +$279K | 0.44% | 23 |
|
|
2023
Q4 | $413K | Sell |
1,587
-1,178
| -43% | -$307K | 0.28% | 32 |
|
|
2023
Q3 | $636K | Sell |
2,765
-12
| -0.4% | -$2.76K | 0.45% | 24 |
|
|
2023
Q2 | $659K | Buy |
2,777
+2
| +0.1% | +$475 | 0.48% | 24 |
|
|
2023
Q1 | $626K | Sell |
2,775
-100
| -3% | -$22.5K | 0.49% | 21 |
|
|
2022
Q4 | $597K | Sell |
2,875
-148
| -5% | -$30.7K | 0.49% | 24 |
|
|
2022
Q3 | $537K | Sell |
3,023
-5,653
| -65% | -$1M | 0.5% | 20 |
|
|
2022
Q2 | $1.77M | Buy |
8,676
+6,046
| +230% | +$1.24M | 0.31% | 28 |
|
|
2022
Q1 | $583K | Buy |
2,630
+123
| +5% | +$27.3K | 0.29% | 34 |
|
|
2021
Q4 | $543K | Sell |
2,507
-20
| -0.8% | -$4.33K | 0.3% | 32 |
|
|
2021
Q3 | $563K | Buy |
2,527
+1
| +0% | +$223 | 0.31% | 28 |
|
|
2021
Q2 | $591K | Buy |
2,526
+75
| +3% | +$17.5K | 0.31% | 28 |
|
|
2021
Q1 | $519K | Hold |
2,451
| – | – | 0.29% | 26 |
|
|
2020
Q4 | $536K | Buy |
2,451
+25
| +1% | +$5.47K | 0.33% | 26 |
|
|
2020
Q3 | $485K | Buy |
2,426
+17
| +0.7% | +$3.4K | 0.33% | 19 |
|
|
2020
Q2 | $465K | Sell |
2,409
-881
| -27% | -$170K | 0.35% | 18 |
|
|
2020
Q1 | $530K | Buy |
+3,290
| New | +$530K | 0.42% | 10 |
|