LWMM
Legacy Wealth Management (Mississippi)’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.29M | Sell |
20,535
-2,842
| -12% | -$1.01M | 2.22% | 9 |
|
|
2025
Q1 | $8.19M | Sell |
23,377
-2,114
| -8% | -$741K | 2.68% | 5 |
|
|
2024
Q4 | $8.06M | Sell |
25,491
-1,783
| -7% | -$563K | 3.2% | 6 |
|
|
2024
Q3 | $7.5M | Buy |
27,274
+655
| +2% | +$180K | 2.75% | 7 |
|
|
2024
Q2 | $6.99M | Sell |
26,619
-350
| -1% | -$91.9K | 2.95% | 7 |
|
|
2024
Q1 | $7.53M | Sell |
26,969
-175
| -0.6% | -$48.8K | 3.39% | 4 |
|
|
2023
Q4 | $7.07M | Sell |
27,144
-430
| -2% | -$112K | 3.41% | 4 |
|
|
2023
Q3 | $6.34M | Sell |
27,574
-420
| -2% | -$96.6K | 3.3% | 4 |
|
|
2023
Q2 | $6.65M | Sell |
27,994
-43
| -0.2% | -$10.2K | 3.33% | 4 |
|
|
2023
Q1 | $6.32M | Hold |
28,037
| – | – | 3.49% | 4 |
|
|
2022
Q4 | $5.82M | Hold |
28,037
| – | – | 3.45% | 4 |
|
|
2022
Q3 | $4.98M | Sell |
28,037
-434
| -2% | -$77.1K | 3.36% | 4 |
|
|
2022
Q2 | $5.61M | Buy |
28,471
+32
| +0.1% | +$6.3K | 3.41% | 4 |
|
|
2022
Q1 | $6.31M | Buy |
28,439
+7,089
| +33% | +$1.57M | 3.29% | 4 |
|
|
2021
Q4 | $4.63M | Buy |
21,350
+21
| +0.1% | +$4.55K | 2.37% | 4 |
|
|
2021
Q3 | $4.75M | Buy |
21,329
+8
| +0% | +$1.78K | 2.54% | 4 |
|
|
2021
Q2 | $4.99M | Sell |
21,321
-2
| -0% | -$468 | 2.76% | 4 |
|
|
2021
Q1 | $4.51M | Buy |
21,323
+248
| +1% | +$52.5K | 2.74% | 4 |
|
|
2020
Q4 | $4.61M | Buy |
21,075
+422
| +2% | +$92.3K | 2.92% | 4 |
|
|
2020
Q3 | $4.13M | Buy |
20,653
+29
| +0.1% | +$5.8K | 2.85% | 4 |
|
|
2020
Q2 | $3.98M | Buy |
20,624
+480
| +2% | +$92.7K | 3.04% | 4 |
|
|
2020
Q1 | $3.25M | Buy |
20,144
+3,220
| +19% | +$519K | 3.02% | 4 |
|
|
2019
Q4 | $3.18M | Buy |
+16,924
| New | +$3.18M | 2.77% | 4 |
|