Lee Financial Group Hawaii’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $404K | Buy |
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|
2023
Q4 | $376K | Buy |
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|
2023
Q3 | $332K | Sell |
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|
2023
Q2 | $363K | Sell |
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|
2023
Q1 | $385K | Sell |
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|
2022
Q4 | $361K | Buy |
|
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|
2022
Q3 | $295 | Sell |
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|
2022
Q2 | $403K | Buy |
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|
2022
Q1 | $453 | Sell |
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|
2021
Q4 | $459K | Sell |
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|
2021
Q3 | $514K | Sell |
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|
2021
Q2 | $585K | Buy |
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|
2021
Q1 | $530K | Sell |
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|
2020
Q4 | $4.91M | Sell |
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|
2020
Q3 | $4.75M | Sell |
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|
2020
Q2 | $4.74M | Sell |
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|
2020
Q1 | $4.05M | Sell |
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|
2019
Q4 | $4.8M | Buy |
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|
2019
Q3 | $3.93M | Sell |
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|
2019
Q2 | $4.12M | Sell |
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|
2019
Q1 | $3.8M | Buy |
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|
2018
Q4 | $3.14M | Sell |
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|
2018
Q3 | $3.61M | Sell |
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|
2018
Q2 | $3.2M | Buy |
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|
2018
Q1 | $2.84M | Sell |
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|
2017
Q4 | $2.78M | Buy |
|