Laffer Tengler Investments’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Buy |
8,969
+12
| +0.1% | +$4.26K | 0.57% | 53 |
|
|
2025
Q1 | $3.14M | Sell |
8,957
-1,390
| -13% | -$487K | 0.67% | 46 |
|
|
2024
Q4 | $3.27M | Buy |
10,347
+785
| +8% | +$248K | 0.64% | 45 |
|
|
2024
Q3 | $2.63M | Buy |
9,562
+2,253
| +31% | +$619K | 0.53% | 61 |
|
|
2024
Q2 | $1.92M | Buy |
7,309
+1,400
| +24% | +$367K | 0.41% | 73 |
|
|
2024
Q1 | $1.65M | Buy |
5,909
+934
| +19% | +$261K | 0.43% | 76 |
|
|
2023
Q4 | $1.3M | Buy |
4,975
+578
| +13% | +$150K | 0.34% | 83 |
|
|
2023
Q3 | $1.01M | Buy |
4,397
+479
| +12% | +$110K | 0.3% | 86 |
|
|
2023
Q2 | $930K | Buy |
+3,918
| New | +$930K | 0.25% | 104 |
|
|
2023
Q1 | – | Sell |
-59
| Closed | -$12.3K | – | 452 |
|
|
2022
Q4 | $12.3K | Sell |
59
-502
| -89% | -$104K | ﹤0.01% | 362 |
|
|
2022
Q3 | $99.7K | Buy |
561
+59
| +12% | +$10.5K | 0.04% | 215 |
|
|
2022
Q2 | $98.8K | Hold |
502
| – | – | 0.03% | 216 |
|
|
2022
Q1 | $111K | Hold |
502
| – | – | 0.03% | 240 |
|
|
2021
Q4 | $109K | Sell |
502
-150
| -23% | -$32.5K | 0.03% | 249 |
|
|
2021
Q3 | $145K | Buy |
+652
| New | +$145K | 0.04% | 242 |
|
|
2021
Q2 | – | Sell |
-505
| Closed | -$107K | – | 392 |
|
|
2021
Q1 | $107K | Buy |
505
+26
| +5% | +$5.51K | 0.04% | 221 |
|
|
2020
Q4 | $105K | Buy |
+479
| New | +$105K | 0.04% | 202 |
|
|
2020
Q2 | – | Sell |
-296
| Closed | -$47.7K | – | 266 |
|
|
2020
Q1 | $47.7K | Buy |
296
+132
| +80% | +$21.3K | 0.04% | 122 |
|
|
2019
Q4 | $30.8K | Buy |
+164
| New | +$30.8K | 0.02% | 133 |
|
|
2016
Q2 | – | Sell |
-67,692
| Closed | -$5.18M | – | 273 |
|
|
2016
Q1 | $5.18M | Buy |
+67,692
| New | +$5.18M | 1.4% | 5 |
|
|
2015
Q4 | – | Hold |
0
| – | -$4.72B | – | 4 |
|
|
2015
Q3 | – | Sell |
-67,692
| Closed | -$4.55M | – | 12 |
|
|
2015
Q2 | $4.55M | Buy |
+67,692
| New | +$4.55M | 1.1% | 12 |
|