LWM
Lakeridge Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Buy |
1,624
+117
| +8% | +$41.5K | 0.27% | 72 |
|
|
2025
Q1 | $528K | Buy |
1,507
+81
| +6% | +$28.4K | 0.26% | 78 |
|
|
2024
Q4 | $451K | Buy |
1,426
+9
| +0.6% | +$2.84K | 0.23% | 86 |
|
|
2024
Q3 | $390K | Sell |
1,417
-11
| -0.8% | -$3.02K | 0.21% | 91 |
|
|
2024
Q2 | $375K | Sell |
1,428
-88
| -6% | -$23.1K | 0.23% | 88 |
|
|
2024
Q1 | $423K | Buy |
1,516
+10
| +0.7% | +$2.79K | 0.27% | 69 |
|
|
2023
Q4 | $392K | Buy |
+1,506
| New | +$392K | 0.28% | 73 |
|