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Intercontinental Wealth Advisors, LLC

SEC CIK
0001709698
Latest filing
Jul 21, 2023

V holding history

Visa Inc. in every 13F filed by Intercontinental Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

V overviewAll 13F holders of VFull Q2 2023 holdings

Shares (Q2 2023)
3,151
Value
$748.3K
% of portfolio
0.2%
Quarters held
9
Since Q2 2021
Holdings of V by Intercontinental Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20233,151$748.3K0.2%+15+0.5%AddedHolders
Q1 20233,136$707.0K0.2%+516+19.7%AddedHolders
Q4 20222,620$544.3K0.2%+17+0.7%AddedHolders
Q3 20222,603$462.0K0.1%+162+6.6%AddedHolders
Q2 20222,441$481.0K0.1%−933−27.7%ReducedHolders
Q1 20223,374$748.0K0.2%−8−0.2%ReducedHolders
Q4 20213,382$733.0K0.2%+328+10.7%AddedHolders
Q3 20213,054$680.0K0.2%+1,718+128.6%AddedHolders
Q2 20211,336$312.0K0.1%+1,336NewHolders