Lane & Associates’s Visa V Stock Holding History

Lane & Associates’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$897K	Sell
2024 Q4	$881K	Hold
2024 Q3	$709K	Buy
2024 Q2	$667K	Buy
2024 Q1	$709K	Buy
2023 Q4	$556K	Buy
2023 Q3	$490K	Buy
2023 Q2	$492K	Buy
2023 Q1	$458K	Sell
2022 Q4	$435K	Buy