Lane & Associates’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $897K | Sell |
2,558
-21
| -0.8% | -$7.36K | 0.48% | 42 |
|
|
2024
Q4 | $881K | Hold |
2,579
| – | – | 0.46% | 44 |
|
|
2024
Q3 | $709K | Buy |
2,579
+37
| +1% | +$10.2K | 0.39% | 52 |
|
|
2024
Q2 | $667K | Buy |
2,542
+1
| +0% | +$262 | 0.39% | 51 |
|
|
2024
Q1 | $709K | Buy |
2,541
+406
| +19% | +$113K | 0.45% | 50 |
|
|
2023
Q4 | $556K | Buy |
2,135
+4
| +0.2% | +$1.04K | 0.4% | 53 |
|
|
2023
Q3 | $490K | Buy |
2,131
+60
| +3% | +$13.8K | 0.39% | 54 |
|
|
2023
Q2 | $492K | Buy |
2,071
+41
| +2% | +$9.74K | 0.39% | 50 |
|
|
2023
Q1 | $458K | Sell |
2,030
-64
| -3% | -$14.4K | 0.41% | 52 |
|
|
2022
Q4 | $435K | Buy |
+2,094
| New | +$435K | 0.41% | 53 |
|