Lantz Financial’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Buy |
2,640
+54
| +2% | +$19.2K | 0.23% | 103 |
|
|
2025
Q1 | $906K | Buy |
2,586
+253
| +11% | +$88.7K | 0.25% | 99 |
|
|
2024
Q4 | $737K | Buy |
2,333
+103
| +5% | +$32.6K | 0.2% | 108 |
|
|
2024
Q3 | $613K | Buy |
2,230
+419
| +23% | +$115K | 0.17% | 125 |
|
|
2024
Q2 | $475K | Sell |
1,811
-8
| -0.4% | -$2.1K | 0.15% | 131 |
|
|
2024
Q1 | $508K | Buy |
1,819
+205
| +13% | +$57.2K | 0.16% | 126 |
|
|
2023
Q4 | $420K | Buy |
1,614
+56
| +4% | +$14.6K | 0.15% | 132 |
|
|
2023
Q3 | $358K | Buy |
1,558
+41
| +3% | +$9.43K | 0.14% | 131 |
|
|
2023
Q2 | $360K | Buy |
1,517
+22
| +1% | +$5.22K | 0.14% | 129 |
|
|
2023
Q1 | $337K | Sell |
1,495
-153
| -9% | -$34.5K | 0.14% | 128 |
|
|
2022
Q4 | $342K | Sell |
1,648
-279
| -14% | -$58K | 0.16% | 130 |
|
|
2022
Q3 | $342K | Buy |
1,927
+74
| +4% | +$13.1K | 0.18% | 118 |
|
|
2022
Q2 | $365K | Sell |
1,853
-1
| -0.1% | -$197 | 0.16% | 118 |
|
|
2022
Q1 | $411K | Sell |
1,854
-186
| -9% | -$41.2K | 0.17% | 114 |
|
|
2021
Q4 | $442K | Sell |
2,040
-256
| -11% | -$55.5K | 0.2% | 99 |
|
|
2021
Q3 | $511K | Sell |
2,296
-152
| -6% | -$33.8K | 0.26% | 91 |
|
|
2021
Q2 | $572K | Sell |
2,448
-42
| -2% | -$9.81K | 0.29% | 83 |
|
|
2021
Q1 | $527K | Sell |
2,490
-233
| -9% | -$49.3K | 0.3% | 75 |
|
|
2020
Q4 | $596K | Buy |
2,723
+252
| +10% | +$55.2K | 0.37% | 67 |
|
|
2020
Q3 | $494K | Buy |
2,471
+36
| +1% | +$7.2K | 0.33% | 73 |
|
|
2020
Q2 | $470K | Buy |
2,435
+1
| +0% | +$193 | 0.34% | 72 |
|
|
2020
Q1 | $392K | Sell |
2,434
-283
| -10% | -$45.6K | 0.31% | 76 |
|
|
2019
Q4 | $511K | Buy |
2,717
+4
| +0.1% | +$752 | 0.3% | 76 |
|
|
2019
Q3 | $461K | Sell |
2,713
-65
| -2% | -$11K | 0.31% | 81 |
|
|
2019
Q2 | $487K | Buy |
2,778
+49
| +2% | +$8.59K | 0.33% | 76 |
|
|
2019
Q1 | $426K | Buy |
+2,729
| New | +$426K | 0.31% | 76 |
|