Lee Financial’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $988K | Sell |
2,783
-136
| -5% | -$48.3K | 0.14% | 76 |
|
|
2025
Q1 | $1.02M | Sell |
2,919
-476
| -14% | -$167K | 0.16% | 70 |
|
|
2024
Q4 | $1.07M | Buy |
3,395
+28
| +0.8% | +$8.85K | 0.15% | 78 |
|
|
2024
Q3 | $926K | Buy |
3,367
+143
| +4% | +$39.3K | 0.13% | 87 |
|
|
2024
Q2 | $846K | Sell |
3,224
-235
| -7% | -$61.7K | 0.14% | 81 |
|
|
2024
Q1 | $965K | Buy |
3,459
+220
| +7% | +$61.4K | 0.16% | 77 |
|
|
2023
Q4 | $843K | Buy |
3,239
+1,468
| +83% | +$382K | 0.15% | 71 |
|
|
2023
Q3 | $407K | Sell |
1,771
-139
| -7% | -$32K | 0.08% | 99 |
|
|
2023
Q2 | $454K | Buy |
1,910
+180
| +10% | +$42.7K | 0.08% | 90 |
|
|
2023
Q1 | $390K | Sell |
1,730
-377
| -18% | -$85K | 0.07% | 96 |
|
|
2022
Q4 | $438K | Sell |
2,107
-24
| -1% | -$4.99K | 0.07% | 102 |
|
|
2022
Q3 | $378K | Buy |
2,131
+500
| +31% | +$88.7K | 0.07% | 102 |
|
|
2022
Q2 | $321K | Buy |
1,631
+98
| +6% | +$19.3K | 0.06% | 118 |
|
|
2022
Q1 | $340K | Sell |
1,533
-124
| -7% | -$27.5K | 0.06% | 116 |
|
|
2021
Q4 | $359K | Buy |
1,657
+149
| +10% | +$32.3K | 0.07% | 116 |
|
|
2021
Q3 | $336K | Buy |
1,508
+1
| +0.1% | +$223 | 0.07% | 109 |
|
|
2021
Q2 | $352K | Buy |
1,507
+35
| +2% | +$8.18K | 0.07% | 109 |
|
|
2021
Q1 | $312K | Sell |
1,472
-100
| -6% | -$21.2K | 0.07% | 109 |
|
|
2020
Q4 | $344K | Hold |
1,572
| – | – | 0.09% | 99 |
|
|
2020
Q3 | $314K | Hold |
1,572
| – | – | 0.09% | 99 |
|
|
2020
Q2 | $304K | Hold |
1,572
| – | – | 0.08% | 97 |
|
|
2020
Q1 | $253K | Sell |
1,572
-625
| -28% | -$101K | 0.08% | 97 |
|
|
2019
Q4 | $413K | Hold |
2,197
| – | – | 0.09% | 94 |
|
|
2019
Q3 | $378K | Hold |
2,197
| – | – | 0.09% | 93 |
|
|
2019
Q2 | $381K | Hold |
2,197
| – | – | 0.09% | 93 |
|
|
2019
Q1 | $343K | Buy |
2,197
+725
| +49% | +$113K | 0.08% | 96 |
|
|
2018
Q4 | $194K | Hold |
1,472
| – | – | 0.05% | 118 |
|
|
2018
Q3 | $221K | Sell |
1,472
-179
| -11% | -$26.9K | 0.05% | 123 |
|
|
2018
Q2 | $218K | Buy |
1,651
+1
| +0.1% | +$132 | 0.05% | 152 |
|
|
2018
Q1 | $197K | Buy |
1,650
+85
| +5% | +$10.1K | 0.05% | 155 |
|
|
2017
Q4 | $178K | Hold |
1,565
| – | – | 0.05% | 119 |
|
|
2017
Q3 | $165K | Buy |
1,565
+125
| +9% | +$13.2K | 0.05% | 116 |
|
|
2017
Q2 | $135K | Hold |
1,440
| – | – | 0.05% | 130 |
|
|
2017
Q1 | $128K | Sell |
1,440
-40
| -3% | -$3.56K | 0.05% | 127 |
|
|
2016
Q4 | $115K | Buy |
+1,480
| New | +$115K | 0.06% | 130 |
|