LJAC
L.J. Altfest & Co’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
3,643
+20
| +0.6% | +$7.1K | 0.15% | 105 |
|
|
2025
Q1 | $1.27M | Sell |
3,623
-77
| -2% | -$27K | 0.16% | 103 |
|
|
2024
Q4 | $1.17M | Sell |
3,700
-328
| -8% | -$104K | 0.15% | 103 |
|
|
2024
Q3 | $1.11M | Sell |
4,028
-2,604
| -39% | -$716K | 0.15% | 117 |
|
|
2024
Q2 | $1.74M | Sell |
6,632
-324
| -5% | -$85.1K | 0.24% | 71 |
|
|
2024
Q1 | $1.94M | Buy |
6,956
+431
| +7% | +$120K | 0.27% | 62 |
|
|
2023
Q4 | $1.7M | Sell |
6,525
-302
| -4% | -$78.6K | 0.25% | 72 |
|
|
2023
Q3 | $1.57M | Buy |
6,827
+336
| +5% | +$77.3K | 0.25% | 69 |
|
|
2023
Q2 | $1.54M | Sell |
6,491
-7
| -0.1% | -$1.66K | 0.23% | 68 |
|
|
2023
Q1 | $1.47M | Buy |
6,498
+478
| +8% | +$108K | 0.23% | 65 |
|
|
2022
Q4 | $1.25M | Buy |
6,020
+59
| +1% | +$12.3K | 0.21% | 78 |
|
|
2022
Q3 | $1.06M | Sell |
5,961
-176
| -3% | -$31.3K | 0.2% | 75 |
|
|
2022
Q2 | $1.21M | Buy |
6,137
+208
| +4% | +$40.9K | 0.22% | 74 |
|
|
2022
Q1 | $1.32M | Buy |
5,929
+36
| +0.6% | +$7.98K | 0.23% | 67 |
|
|
2021
Q4 | $1.28M | Buy |
5,893
+2,486
| +73% | +$539K | 0.24% | 78 |
|
|
2021
Q3 | $759K | Buy |
3,407
+357
| +12% | +$79.5K | 0.16% | 102 |
|
|
2021
Q2 | $713K | Buy |
3,050
+71
| +2% | +$16.6K | 0.15% | 108 |
|
|
2021
Q1 | $631K | Buy |
2,979
+4
| +0.1% | +$847 | 0.15% | 114 |
|
|
2020
Q4 | $651K | Buy |
2,975
+63
| +2% | +$13.8K | 0.16% | 108 |
|
|
2020
Q3 | $582K | Sell |
2,912
-500
| -15% | -$99.9K | 0.15% | 107 |
|
|
2020
Q2 | $659K | Buy |
3,412
+27
| +0.8% | +$5.22K | 0.19% | 89 |
|
|
2020
Q1 | $545K | Sell |
3,385
-40
| -1% | -$6.44K | 0.17% | 94 |
|
|
2019
Q4 | $644K | Buy |
3,425
+41
| +1% | +$7.71K | 0.16% | 89 |
|
|
2019
Q3 | $582K | Sell |
3,384
-1,372
| -29% | -$236K | 0.15% | 87 |
|
|
2019
Q2 | $825K | Buy |
4,756
+150
| +3% | +$26K | 0.22% | 76 |
|
|
2019
Q1 | $719K | Sell |
4,606
-999
| -18% | -$156K | 0.18% | 81 |
|
|
2018
Q4 | $740K | Hold |
5,605
| – | – | 0.21% | 68 |
|
|
2018
Q3 | $841K | Buy |
5,605
+187
| +3% | +$28.1K | 0.24% | 74 |
|
|
2018
Q2 | $718K | Buy |
5,418
+1
| +0% | +$133 | 0.27% | 77 |
|
|
2018
Q1 | $648K | Sell |
5,417
-1,378
| -20% | -$165K | 0.28% | 82 |
|
|
2017
Q4 | $775K | Hold |
6,795
| – | – | 0.29% | 76 |
|
|
2017
Q3 | $715K | Buy |
6,795
+1
| +0% | +$105 | 0.35% | 74 |
|
|
2017
Q2 | $637K | Hold |
6,794
| – | – | 0.38% | 78 |
|
|
2017
Q1 | $604K | Sell |
6,794
-1,223
| -15% | -$109K | 0.24% | 76 |
|
|
2016
Q4 | $625K | Sell |
8,017
-199
| -2% | -$15.5K | 0.31% | 72 |
|
|
2016
Q3 | $679K | Buy |
8,216
+23
| +0.3% | +$1.9K | 0.45% | 65 |
|
|
2016
Q2 | $608K | Buy |
+8,193
| New | +$608K | 0.42% | 70 |
|
|
2016
Q1 | – | Sell |
-8,992
| Closed | -$697K | – | 95 |
|
|
2015
Q4 | $697K | Hold |
8,992
| – | – | 0.68% | 51 |
|
|
2015
Q3 | $626K | Sell |
8,992
-1,128
| -11% | -$78.5K | 0.62% | 52 |
|
|
2015
Q2 | $680K | Buy |
10,120
+461
| +5% | +$31K | 0.62% | 54 |
|
|
2015
Q1 | $632K | Buy |
9,659
+7,207
| +294% | +$472K | 0.59% | 53 |
|
|
2014
Q4 | $643K | Buy |
+2,452
| New | +$643K | 0.53% | 60 |
|
|
2014
Q2 | – | Sell |
-2,300
| Closed | -$452K | – | 91 |
|
|
2014
Q1 | $452K | Buy |
2,300
+1
| +0% | +$197 | 0.42% | 61 |
|
|
2013
Q4 | $512K | Buy |
+2,299
| New | +$512K | 0.44% | 66 |
|