LFA
Legend Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Sell |
301
-1,357
| -82% | -$482K | 0.07% | 43 |
|
|
2025
Q1 | $581K | Hold |
1,658
| – | – | 0.43% | 32 |
|
|
2024
Q4 | $524K | Buy |
1,658
+1,558
| +1,558% | +$492K | 0.37% | 30 |
|
|
2024
Q3 | $27.5K | Sell |
100
-1,558
| -94% | -$428K | 0.02% | 67 |
|
|
2024
Q2 | $435K | Buy |
1,658
+1,558
| +1,558% | +$409K | 0.31% | 34 |
|
|
2024
Q1 | $27.9K | Hold |
100
| – | – | 0.02% | 77 |
|
|
2023
Q4 | $26K | Hold |
100
| – | – | 0.02% | 76 |
|
|
2023
Q3 | $23K | Hold |
100
| – | – | 0.02% | 90 |
|
|
2023
Q2 | $23.7K | Hold |
100
| – | – | 0.02% | 93 |
|
|
2023
Q1 | $22.5K | Sell |
100
-292
| -74% | -$65.8K | 0.02% | 97 |
|
|
2022
Q4 | $81.4K | Sell |
392
-32
| -8% | -$6.65K | 0.07% | 58 |
|
|
2022
Q3 | $75.3K | Buy |
+424
| New | +$75.3K | 0.07% | 51 |
|
|
2020
Q2 | – | Sell |
-2,038
| Closed | -$328K | – | 38 |
|
|
2020
Q1 | $328K | Buy |
2,038
+292
| +17% | +$47K | 0.29% | 21 |
|
|
2019
Q4 | $328K | Hold |
1,746
| – | – | 0.28% | 25 |
|
|
2019
Q3 | $300K | Hold |
1,746
| – | – | 0.26% | 28 |
|
|
2019
Q2 | $303K | Sell |
1,746
-154
| -8% | -$26.7K | 0.27% | 29 |
|
|
2019
Q1 | $297K | Buy |
1,900
+254
| +15% | +$39.7K | 0.33% | 28 |
|
|
2018
Q4 | $217K | Buy |
+1,646
| New | +$217K | 0.32% | 25 |
|