LBMC Investment Advisors’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 | $1.26M | Buy |
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|
2025
Q2 | $1.15M | Hold |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $925K | Hold |
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|
2024
Q3 | $804K | Hold |
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|
2024
Q2 | $768K | Hold |
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|
2024
Q1 | $816K | Hold |
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|
2023
Q4 | $762K | Hold |
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|
2023
Q3 | $669K | Buy |
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|
2023
Q2 | $685K | Hold |
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|
2023
Q1 | $650K | Buy |
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|
2022
Q4 | $599K | Hold |
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|
2022
Q3 | $512K | Hold |
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|
2022
Q2 | $568K | Sell |
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|
2022
Q1 | $649K | Sell |
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|
2021
Q4 | $677K | Sell |
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|
2021
Q3 | $695 | Buy |
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|
2021
Q2 | $684K | Buy |
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|
2021
Q1 | $213K | Hold |
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|
2020
Q4 | $220K | Buy |
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