LA
Legacy Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,137
| Closed | -$4.6M | – | 382 |
|
|
2025
Q1 | $4.6M | Sell |
13,137
-867
| -6% | -$304K | 0.47% | 38 |
|
|
2024
Q4 | $4.43M | Buy |
14,004
+1,547
| +12% | +$489K | 0.43% | 42 |
|
|
2024
Q3 | $3.43M | Buy |
12,457
+2,437
| +24% | +$670K | 0.37% | 50 |
|
|
2024
Q2 | $2.63M | Buy |
10,020
+1,030
| +11% | +$270K | 0.32% | 60 |
|
|
2024
Q1 | $2.51M | Buy |
8,990
+1,692
| +23% | +$472K | 0.32% | 61 |
|
|
2023
Q4 | $1.9M | Buy |
7,298
+1,315
| +22% | +$342K | 0.24% | 83 |
|
|
2023
Q3 | $1.38M | Sell |
5,983
-18
| -0.3% | -$4.14K | 0.22% | 93 |
|
|
2023
Q2 | $1.43M | Buy |
6,001
+2,995
| +100% | +$711K | 0.21% | 87 |
|
|
2023
Q1 | $678K | Buy |
3,006
+96
| +3% | +$21.6K | 0.13% | 124 |
|
|
2022
Q4 | $605K | Sell |
2,910
-1,796
| -38% | -$373K | 0.11% | 130 |
|
|
2022
Q3 | $836K | Buy |
4,706
+2,750
| +141% | +$489K | 0.18% | 84 |
|
|
2022
Q2 | $385K | Sell |
1,956
-164
| -8% | -$32.3K | 0.08% | 144 |
|
|
2022
Q1 | $470K | Buy |
+2,120
| New | +$470K | 0.09% | 129 |
|
|
2019
Q3 | – | Sell |
-750
| Closed | -$130K | – | 321 |
|
|
2019
Q2 | $130K | Sell |
750
-337
| -31% | -$58.4K | 0.09% | 140 |
|
|
2019
Q1 | $170K | Buy |
+1,087
| New | +$170K | 0.06% | 122 |
|
|
2018
Q4 | – | Sell |
-1,357
| Closed | -$204K | – | 385 |
|
|
2018
Q3 | $204K | Buy |
1,357
+73
| +6% | +$11K | 0.1% | 135 |
|
|
2018
Q2 | $170K | Buy |
1,284
+197
| +18% | +$26.1K | 0.13% | 96 |
|
|
2018
Q1 | $131K | Buy |
1,087
+750
| +223% | +$90.4K | 0.1% | 107 |
|
|
2017
Q4 | $38K | Sell |
337
-64
| -16% | -$7.22K | 0.04% | 144 |
|
|
2017
Q3 | $42K | Buy |
+401
| New | +$42K | 0.05% | 114 |
|