LIA
LBMC Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Hold |
3,245
| – | – | 0.08% | 85 |
|
|
2025
Q1 | $1.14M | Buy |
3,245
+320
| +11% | +$112K | 0.09% | 79 |
|
|
2024
Q4 | $925K | Hold |
2,925
| – | – | 0.07% | 80 |
|
|
2024
Q3 | $804K | Hold |
2,925
| – | – | 0.06% | 86 |
|
|
2024
Q2 | $768K | Hold |
2,925
| – | – | 0.07% | 80 |
|
|
2024
Q1 | $816K | Hold |
2,925
| – | – | 0.07% | 84 |
|
|
2023
Q4 | $762K | Hold |
2,925
| – | – | 0.07% | 78 |
|
|
2023
Q3 | $669K | Buy |
2,925
+40
| +1% | +$9.15K | 0.07% | 80 |
|
|
2023
Q2 | $685K | Hold |
2,885
| – | – | 0.07% | 78 |
|
|
2023
Q1 | $650K | Buy |
2,885
+1
| +0% | +$225 | 0.07% | 77 |
|
|
2022
Q4 | $599K | Hold |
2,884
| – | – | 0.06% | 81 |
|
|
2022
Q3 | $512K | Hold |
2,884
| – | – | 0.06% | 79 |
|
|
2022
Q2 | $568K | Sell |
2,884
-43
| -1% | -$8.47K | 0.06% | 76 |
|
|
2022
Q1 | $649K | Sell |
2,927
-195
| -6% | -$43.2K | 0.06% | 76 |
|
|
2021
Q4 | $677K | Sell |
3,122
-5,748
| -65% | -$1.25M | 0.06% | 80 |
|
|
2021
Q3 | $695 | Buy |
8,870
+5,943
| +203% | +$466 | 0.07% | 76 |
|
|
2021
Q2 | $684K | Buy |
2,927
+1,921
| +191% | +$449K | 0.07% | 75 |
|
|
2021
Q1 | $213K | Hold |
1,006
| – | – | 0.02% | 128 |
|
|
2020
Q4 | $220K | Buy |
+1,006
| New | +$220K | 0.03% | 124 |
|