Laidlaw Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Buy |
797
+54
| +7% | +$19.2K | 0.82% | 32 |
|
|
2025
Q1 | $260K | Sell |
743
-2,405
| -76% | -$843K | 0.77% | 34 |
|
|
2024
Q4 | $995K | Sell |
3,148
-317
| -9% | -$100K | 0.43% | 65 |
|
|
2024
Q3 | $953K | Buy |
3,465
+1,327
| +62% | +$365K | 0.47% | 66 |
|
|
2024
Q2 | $561K | Sell |
2,138
-287
| -12% | -$75.3K | 0.31% | 90 |
|
|
2024
Q1 | $677K | Sell |
2,425
-6,317
| -72% | -$1.76M | 0.38% | 77 |
|
|
2023
Q4 | $2.28M | Sell |
8,742
-2,825
| -24% | -$735K | 0.83% | 30 |
|
|
2023
Q3 | $2.66M | Sell |
11,567
-9,045
| -44% | -$2.08M | 0.88% | 26 |
|
|
2023
Q2 | $4.89M | Sell |
20,612
-611
| -3% | -$145K | 0.96% | 21 |
|
|
2023
Q1 | $4.78M | Buy |
21,223
+106
| +0.5% | +$23.9K | 0.98% | 16 |
|
|
2022
Q4 | $4.39M | Buy |
21,117
+4
| +0% | +$831 | 0.94% | 18 |
|
|
2022
Q3 | $3.75M | Buy |
21,113
+163
| +0.8% | +$29K | 0.88% | 22 |
|
|
2022
Q2 | $4.13M | Buy |
20,950
+33
| +0.2% | +$6.5K | 0.84% | 24 |
|
|
2022
Q1 | $4.64M | Sell |
20,917
-285
| -1% | -$63.2K | 0.77% | 28 |
|
|
2021
Q4 | $4.6M | Buy |
21,202
+453
| +2% | +$98.2K | 0.73% | 27 |
|
|
2021
Q3 | $4.62M | Buy |
20,749
+1,866
| +10% | +$416K | 1.19% | 17 |
|
|
2021
Q2 | $4.42M | Buy |
18,883
+552
| +3% | +$129K | 1.14% | 20 |
|
|
2021
Q1 | $3.88M | Sell |
18,331
-4,220
| -19% | -$893K | 1.33% | 13 |
|
|
2020
Q4 | $4.93M | Buy |
22,551
+13,195
| +141% | +$2.89M | 1.04% | 11 |
|
|
2020
Q3 | $1.87M | Sell |
9,356
-40
| -0.4% | -$8K | 0.83% | 34 |
|
|
2020
Q2 | $1.82M | Buy |
9,396
+176
| +2% | +$34K | 0.95% | 26 |
|
|
2020
Q1 | $1.49M | Buy |
9,220
+363
| +4% | +$58.5K | 0.97% | 32 |
|
|
2019
Q4 | $1.66M | Buy |
+8,857
| New | +$1.66M | 1.05% | 26 |
|