LaSalle St. Investment Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Sell |
5,791
-928
| -14% | -$329K | 0.56% | 30 |
|
|
2025
Q1 | $2.35M | Buy |
6,719
+198
| +3% | +$69.4K | 0.55% | 32 |
|
|
2024
Q4 | $2.06M | Buy |
6,521
+732
| +13% | +$231K | 0.64% | 25 |
|
|
2024
Q3 | $1.59M | Buy |
5,789
+679
| +13% | +$187K | 0.63% | 28 |
|
|
2024
Q2 | $1.34M | Buy |
5,110
+1,062
| +26% | +$279K | 0.67% | 27 |
|
|
2024
Q1 | $1.06M | Hold |
4,048
| – | – | 0.59% | 29 |
|
|
2023
Q4 | $10.5M | Buy |
4,048
+61
| +2% | +$159K | 0.71% | 26 |
|
|
2023
Q3 | $917K | Buy |
3,987
+67
| +2% | +$15.4K | 0.45% | 34 |
|
|
2023
Q2 | $930K | Buy |
3,920
+168
| +4% | +$39.9K | 0.41% | 35 |
|
|
2023
Q1 | $846K | Buy |
+3,752
| New | +$846K | 0.37% | 45 |
|