LFS
Legacy Financial Strategies’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Buy |
1,782
+952
| +115% | +$338K | 0.12% | 68 |
|
|
2025
Q1 | $291K | Sell |
830
-164
| -16% | -$57.4K | 0.06% | 91 |
|
|
2024
Q4 | $313K | Sell |
994
-14
| -1% | -$4.4K | 0.07% | 88 |
|
|
2024
Q3 | $277K | Buy |
1,008
+219
| +28% | +$60.2K | 0.06% | 94 |
|
|
2024
Q2 | $212K | Buy |
+789
| New | +$212K | 0.05% | 93 |
|