LWAM
Legacy Wealth Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
6,115
-412
| -6% | -$146K | 0.55% | 40 |
|
|
2025
Q1 | $2.29M | Sell |
6,527
-211
| -3% | -$73.9K | 0.63% | 29 |
|
|
2024
Q4 | $2.13M | Sell |
6,738
-119
| -2% | -$37.6K | 0.58% | 34 |
|
|
2024
Q3 | $1.89M | Buy |
6,857
+89
| +1% | +$24.5K | 0.51% | 52 |
|
|
2024
Q2 | $1.78M | Buy |
+6,768
| New | +$1.78M | 0.5% | 56 |
|