LWANC
Laurel Wealth Advisors (North Carolina)’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
744,895
+742,624
| +32,700% | +$2.09M | 0.03% | 190 |
|
|
2025
Q1 | $796K | Buy |
2,271
+7
| +0.3% | +$2.45K | 0.12% | 115 |
|
|
2024
Q4 | $716K | Hold |
2,264
| – | – | 0.11% | 118 |
|
|
2024
Q3 | $622K | Buy |
2,264
+301
| +15% | +$82.8K | 0.1% | 123 |
|
|
2024
Q2 | $515K | Hold |
1,963
| – | – | 0.09% | 126 |
|
|
2024
Q1 | $548K | Sell |
1,963
-38
| -2% | -$10.6K | 0.09% | 124 |
|
|
2023
Q4 | $521K | Sell |
2,001
-195
| -9% | -$50.8K | 0.1% | 121 |
|
|
2023
Q3 | $505K | Buy |
2,196
+1
| +0% | +$230 | 0.11% | 119 |
|
|
2023
Q2 | $521K | Buy |
2,195
+29
| +1% | +$6.89K | 0.1% | 120 |
|
|
2023
Q1 | $488K | Buy |
2,166
+930
| +75% | +$210K | 0.1% | 122 |
|
|
2022
Q4 | $257K | Hold |
1,236
| – | – | 0.06% | 143 |
|
|
2022
Q3 | $220K | Buy |
1,236
+144
| +13% | +$25.6K | 0.05% | 151 |
|
|
2022
Q2 | $215K | Sell |
1,092
-143
| -12% | -$28.2K | 0.05% | 150 |
|
|
2022
Q1 | $274K | Hold |
1,235
| – | – | 0.06% | 148 |
|
|
2021
Q4 | $268K | Hold |
1,235
| – | – | 0.05% | 146 |
|
|
2021
Q3 | $275K | Sell |
1,235
-210
| -15% | -$46.8K | 0.06% | 142 |
|
|
2021
Q2 | $338K | Hold |
1,445
| – | – | 0.07% | 141 |
|
|
2021
Q1 | $306K | Hold |
1,445
| – | – | 0.07% | 139 |
|
|
2020
Q4 | $316K | Sell |
1,445
-16
| -1% | -$3.5K | 0.08% | 134 |
|
|
2020
Q3 | $292K | Hold |
1,461
| – | – | 0.09% | 128 |
|
|
2020
Q2 | $282K | Sell |
1,461
-127
| -8% | -$24.5K | 0.09% | 123 |
|
|
2020
Q1 | $256K | Buy |
1,588
+57
| +4% | +$9.19K | 0.1% | 120 |
|
|
2019
Q4 | $288K | Buy |
1,531
+256
| +20% | +$48.2K | 0.09% | 127 |
|
|
2019
Q3 | $219K | Buy |
1,275
+21
| +2% | +$3.61K | 0.07% | 136 |
|
|
2019
Q2 | $218K | Sell |
1,254
-6
| -0.5% | -$1.04K | 0.08% | 135 |
|
|
2019
Q1 | $197K | Hold |
1,260
| – | – | 0.07% | 137 |
|
|
2018
Q4 | $166K | Buy |
+1,260
| New | +$166K | 0.07% | 138 |
|