Lakeshore Financial Planning’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Hold |
842
| – | – | 0.12% | 54 |
|
|
2025
Q1 | $295K | Sell |
842
-49
| -5% | -$17.2K | 0.12% | 50 |
|
|
2024
Q4 | $282K | Hold |
891
| – | – | 0.12% | 54 |
|
|
2024
Q3 | $245K | Buy |
891
+92
| +12% | +$25.3K | 0.11% | 61 |
|
|
2024
Q2 | $210K | Hold |
799
| – | – | 0.1% | 64 |
|
|
2024
Q1 | $223K | Hold |
799
| – | – | 0.11% | 61 |
|
|
2023
Q4 | $208K | Buy |
+799
| New | +$208K | 0.12% | 59 |
|