Lantz Financial’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.38M | Buy |
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|
2025
Q2 | $937K | Buy |
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|
2025
Q1 | $906K | Buy |
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|
2024
Q4 | $737K | Buy |
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|
2024
Q3 | $613K | Buy |
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|
2024
Q2 | $475K | Sell |
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|
2024
Q1 | $508K | Buy |
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|
2023
Q4 | $420K | Buy |
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|
2023
Q3 | $358K | Buy |
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|
2023
Q2 | $360K | Buy |
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|
2023
Q1 | $337K | Sell |
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|
2022
Q4 | $342K | Sell |
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|
2022
Q3 | $342K | Buy |
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|
2022
Q2 | $365K | Sell |
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|
2022
Q1 | $411K | Sell |
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|
2021
Q4 | $442K | Sell |
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|
2021
Q3 | $511K | Sell |
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|
2021
Q2 | $572K | Sell |
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|
2021
Q1 | $527K | Sell |
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|
2020
Q4 | $596K | Buy |
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|
2020
Q3 | $494K | Buy |
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|
2020
Q2 | $470K | Buy |
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|
2020
Q1 | $392K | Sell |
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|
2019
Q4 | $511K | Buy |
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|
2019
Q3 | $461K | Sell |
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|
2019
Q2 | $487K | Buy |
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|
2019
Q1 | $426K | Buy |
|