Laurie J. Hall Trustee’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Hold |
1,621
| – | – | 0.19% | 75 |
|
|
2025
Q1 | $568K | Sell |
1,621
-155
| -9% | -$54.3K | 0.2% | 75 |
|
|
2024
Q4 | $560K | Hold |
1,776
| – | – | 0.18% | 78 |
|
|
2024
Q3 | $488K | Hold |
1,776
| – | – | 0.15% | 85 |
|
|
2024
Q2 | $466K | Hold |
1,776
| – | – | 0.16% | 78 |
|
|
2024
Q1 | $496K | Hold |
1,776
| – | – | 0.17% | 74 |
|
|
2023
Q4 | $462K | Buy |
1,776
+385
| +28% | +$100K | 0.18% | 75 |
|
|
2023
Q3 | $320K | Hold |
1,391
| – | – | 0.14% | 83 |
|
|
2023
Q2 | $331K | Buy |
1,391
+31
| +2% | +$7.38K | 0.13% | 82 |
|
|
2023
Q1 | $306K | Buy |
1,360
+125
| +10% | +$28.1K | 0.13% | 85 |
|
|
2022
Q4 | $256K | Hold |
1,235
| – | – | 0.12% | 92 |
|
|
2022
Q3 | $219K | Hold |
1,235
| – | – | 0.11% | 93 |
|
|
2022
Q2 | $242K | Sell |
1,235
-300
| -20% | -$58.8K | 0.11% | 92 |
|
|
2022
Q1 | $340K | Hold |
1,535
| – | – | 0.13% | 87 |
|
|
2021
Q4 | $332K | Hold |
1,535
| – | – | 0.12% | 89 |
|
|
2021
Q3 | $342K | Hold |
1,535
| – | – | 0.13% | 86 |
|
|
2021
Q2 | $359K | Hold |
1,535
| – | – | 0.14% | 87 |
|
|
2021
Q1 | $325K | Sell |
1,535
-45
| -3% | -$9.53K | 0.12% | 92 |
|
|
2020
Q4 | $345K | Hold |
1,580
| – | – | 0.14% | 88 |
|
|
2020
Q3 | $316K | Buy |
+1,580
| New | +$316K | 0.14% | 85 |
|
|
2019
Q4 | $371K | Buy |
1,972
+130
| +7% | +$24.5K | 0.17% | 81 |
|
|
2019
Q3 | $316K | Hold |
1,842
| – | – | 0.16% | 85 |
|
|
2019
Q2 | $320K | Buy |
1,842
+75
| +4% | +$13K | 0.17% | 85 |
|
|
2019
Q1 | $275K | Hold |
1,767
| – | – | 0.14% | 91 |
|
|
2018
Q4 | $251K | Buy |
1,767
+425
| +32% | +$60.4K | 0.14% | 93 |
|
|
2018
Q3 | $202K | Buy |
1,342
+430
| +47% | +$64.7K | 0.11% | 110 |
|
|
2018
Q2 | $177K | Sell |
912
-430
| -32% | -$83.5K | 0.1% | 114 |
|
|
2018
Q1 | $160K | Hold |
1,342
| – | – | 0.1% | 110 |
|
|
2017
Q4 | $153K | Buy |
1,342
+252
| +23% | +$28.7K | 0.09% | 122 |
|
|
2017
Q3 | $115K | Hold |
1,090
| – | – | 0.07% | 117 |
|
|
2017
Q2 | $102K | Hold |
1,090
| – | – | 0.07% | 126 |
|
|
2017
Q1 | $97K | Hold |
1,090
| – | – | 0.06% | 123 |
|
|
2016
Q4 | $90K | Buy |
+1,090
| New | +$90K | 0.06% | 127 |
|
|
2016
Q2 | $83K | Buy |
1,090
+250
| +30% | +$19K | 0.05% | 130 |
|
|
2016
Q1 | $66K | Buy |
840
+180
| +27% | +$14.1K | 0.04% | 141 |
|
|
2015
Q4 | $47K | Buy |
+660
| New | +$47K | 0.03% | 148 |
|