Lakewood Asset 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 | $254K | Buy |
714
+1
| +0.1% | +$355 | 0.17% | 87 |
|
|
2025
Q1 | $250K | Buy |
713
+1
| +0.1% | +$351 | 0.17% | 86 |
|
|
2024
Q4 | $225K | Buy |
+712
| New | +$225K | 0.16% | 105 |
|
|
2023
Q1 | – | Sell |
-700
| Closed | -$145K | – | 285 |
|
|
2022
Q4 | $145K | Buy |
+700
| New | +$145K | 0.12% | 128 |
|