Lebenthal Global 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
Q2 | $1.93M | Buy |
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|
2025
Q1 | $1.79M | Sell |
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|
2024
Q4 | $1.75M | Buy |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $1.36M | Buy |
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|
2024
Q1 | $1.43M | Sell |
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|
2023
Q4 | $1.37M | Buy |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.2M | Sell |
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|
2022
Q4 | $1.17M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $452K | Sell |
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|
2022
Q1 | $831K | Buy |
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|
2021
Q4 | $787K | Buy |
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|
2021
Q3 | $222K | Hold |
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|
2021
Q2 | $234K | Sell |
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|
2021
Q1 | $236K | Buy |
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|
2020
Q4 | $222K | Buy |
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