Lake Street Private Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.74M | Sell |
12,388
-1,187
| -9% | -$382K | 0.48% | 63 |
|
|
2025
Q4 | $4.76M | Sell |
13,575
-18
| -0.1% | -$6.13K | 0.58% | 51 |
|
|
2025
Q3 | $4.64M | Buy |
13,593
+10
| +0.1% | +$3.46K | 0.6% | 54 |
|
|
2025
Q2 | $4.82M | Buy |
13,583
+557
| +4% | +$194K | 0.69% | 50 |
|
|
2025
Q1 | $4.57M | Sell |
13,026
-78
| -0.6% | -$26.4K | 0.74% | 44 |
|
|
2024
Q4 | $4.14M | Sell |
13,104
-3,027
| -19% | -$910K | 0.66% | 46 |
|
|
2024
Q3 | $4.44M | Sell |
16,131
-1,874
| -10% | -$507K | 0.71% | 38 |
|
|
2024
Q2 | $4.73M | Sell |
18,005
-2,745
| -13% | -$752K | 0.61% | 40 |
|
|
2024
Q1 | $5.79M | Buy |
20,750
+1,285
| +7% | +$355K | 0.8% | 27 |
|
|
2023
Q4 | $5.07M | Buy |
19,465
+2,719
| +16% | +$670K | 0.8% | 25 |
|
|
2023
Q3 | $3.88M | Buy |
16,746
+70
| +0.4% | +$16.8K | 0.7% | 38 |
|
|
2023
Q2 | $3.96M | Sell |
16,676
-1,153
| -6% | -$264K | 0.7% | 36 |
|
|
2023
Q1 | $4.02M | Sell |
17,829
-126
| -0.7% | -$28K | 0.75% | 33 |
|
|
2022
Q4 | $3.73M | Buy |
17,955
+235
| +1% | +$47.4K | 0.77% | 34 |
|
|
2022
Q3 | $3.15M | Sell |
17,720
-625
| -3% | -$127K | 0.73% | 34 |
|
|
2022
Q2 | $3.61M | Sell |
18,345
-587
| -3% | -$121K | 0.77% | 35 |
|
|
2022
Q1 | $4.2M | Sell |
18,932
-879
| -4% | -$190K | 0.76% | 29 |
|
|
2021
Q4 | $4.29M | Buy |
19,811
+72
| +0.4% | +$15.5K | 0.76% | 28 |
|
|
2021
Q3 | $4.4M | Sell |
19,739
-1,284
| -6% | -$301K | 1.08% | 21 |
|
|
2021
Q2 | $4.94M | Sell |
21,023
-86
| -0.4% | -$19.7K | 1.26% | 18 |
|
|
2021
Q1 | $4.47M | Sell |
21,109
-650
| -3% | -$137K | 1.24% | 20 |
|
|
2020
Q4 | $4.76M | Buy |
21,759
+281
| +1% | +$57.5K | 1.37% | 15 |
|
|
2020
Q3 | $4.29M | Buy |
21,478
+406
| +2% | +$81.1K | 1.44% | 17 |
|
|
2020
Q2 | $4.07M | Buy |
21,072
+524
| +3% | +$95.7K | 1.51% | 16 |
|
|
2020
Q1 | $3.31M | Buy |
20,548
+135
| +0.7% | +$25.4K | 1.51% | 17 |
|
|
2019
Q4 | $3.84M | Buy |
20,413
+747
| +4% | +$135K | 1.47% | 12 |
|
|
2019
Q3 | $3.38M | Buy |
19,666
+20
| +0.1% | +$3.56K | 1.54% | 13 |
|
|
2019
Q2 | $3.41M | Buy |
19,646
+1,526
| +8% | +$250K | 2.01% | 10 |
|
|
2019
Q1 | $2.83M | Buy |
+18,120
| New | +$2.61M | 1.95% | 12 |
|
Other funds holding V
VCM
VPM
