Lee Financial’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 | $1.12M | Buy |
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|
2025
Q2 | $988K | Sell |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $926K | Buy |
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|
2024
Q2 | $846K | Sell |
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|
2024
Q1 | $965K | Buy |
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|
2023
Q4 | $843K | Buy |
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|
2023
Q3 | $407K | Sell |
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|
2023
Q2 | $454K | Buy |
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|
2023
Q1 | $390K | Sell |
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|
2022
Q4 | $438K | Sell |
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|
2022
Q3 | $378K | Buy |
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|
2022
Q2 | $321K | Buy |
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|
2022
Q1 | $340K | Sell |
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|
2021
Q4 | $359K | Buy |
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|
2021
Q3 | $336K | Buy |
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|
2021
Q2 | $352K | Buy |
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|
2021
Q1 | $312K | Sell |
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|
2020
Q4 | $344K | Hold |
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|
2020
Q3 | $314K | Hold |
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|
2020
Q2 | $304K | Hold |
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|
2020
Q1 | $253K | Sell |
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|
2019
Q4 | $413K | Hold |
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|
2019
Q3 | $378K | Hold |
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|
2019
Q2 | $381K | Hold |
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|
2019
Q1 | $343K | Buy |
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|
2018
Q4 | $194K | Hold |
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|
2018
Q3 | $221K | Sell |
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|
2018
Q2 | $218K | Buy |
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|
2018
Q1 | $197K | Buy |
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|
2017
Q4 | $178K | Hold |
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|
2017
Q3 | $165K | Buy |
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|
2017
Q2 | $135K | Hold |
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|
2017
Q1 | $128K | Sell |
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|
2016
Q4 | $115K | Buy |
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