LRIA
Leonard Rickey Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $996K | Buy |
2,805
+46
| +2% | +$16.3K | 0.2% | 45 |
|
|
2025
Q1 | $925K | Sell |
2,759
-340
| -11% | -$114K | 0.2% | 42 |
|
|
2024
Q4 | $979K | Buy |
3,099
+3
| +0.1% | +$948 | 0.23% | 42 |
|
|
2024
Q3 | $851K | Sell |
3,096
-8
| -0.3% | -$2.2K | 0.19% | 45 |
|
|
2024
Q2 | $815K | Buy |
3,104
+259
| +9% | +$68K | 0.2% | 44 |
|
|
2024
Q1 | $794K | Buy |
2,845
+243
| +9% | +$67.8K | 0.21% | 41 |
|
|
2023
Q4 | $677K | Buy |
2,602
+34
| +1% | +$8.85K | 0.2% | 44 |
|
|
2023
Q3 | $591K | Buy |
2,568
+216
| +9% | +$49.7K | 0.19% | 44 |
|
|
2023
Q2 | $559K | Buy |
2,352
+25
| +1% | +$5.94K | 0.21% | 41 |
|
|
2023
Q1 | $525K | Buy |
2,327
+141
| +6% | +$31.8K | 0.2% | 41 |
|
|
2022
Q4 | $454K | Buy |
2,186
+90
| +4% | +$18.7K | 0.19% | 42 |
|
|
2022
Q3 | $372K | Sell |
2,096
-102
| -5% | -$18.1K | 0.17% | 43 |
|
|
2022
Q2 | $433K | Sell |
2,198
-143
| -6% | -$28.2K | 0.19% | 43 |
|
|
2022
Q1 | $519K | Buy |
2,341
+46
| +2% | +$10.2K | 0.2% | 44 |
|
|
2021
Q4 | $497K | Sell |
2,295
-19
| -0.8% | -$4.12K | 0.18% | 44 |
|
|
2021
Q3 | $515K | Buy |
2,314
+69
| +3% | +$15.4K | 0.22% | 41 |
|
|
2021
Q2 | $548K | Sell |
2,245
-265
| -11% | -$64.7K | 0.24% | 39 |
|
|
2021
Q1 | $532K | Sell |
2,510
-128
| -5% | -$27.1K | 0.21% | 36 |
|
|
2020
Q4 | $577K | Buy |
2,638
+74
| +3% | +$16.2K | 0.26% | 36 |
|
|
2020
Q3 | $513K | Buy |
2,564
+805
| +46% | +$161K | 0.32% | 34 |
|
|
2020
Q2 | $340K | Buy |
1,759
+4
| +0.2% | +$773 | 0.22% | 37 |
|
|
2020
Q1 | $283K | Buy |
1,755
+271
| +18% | +$43.7K | 0.22% | 42 |
|
|
2019
Q4 | $279K | Buy |
1,484
+7
| +0.5% | +$1.32K | 0.17% | 59 |
|
|
2019
Q3 | $254K | Buy |
1,477
+8
| +0.5% | +$1.38K | 0.17% | 59 |
|
|
2019
Q2 | $255K | Buy |
1,469
+136
| +10% | +$23.6K | 0.17% | 59 |
|
|
2019
Q1 | $208K | Buy |
+1,333
| New | +$208K | 0.15% | 67 |
|