LFAS
Level Four Advisory Services’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
40,596
+764
| +2% | +$271K | 0.53% | 33 |
|
|
2025
Q1 | $14M | Sell |
39,832
-1,689
| -4% | -$592K | 0.57% | 29 |
|
|
2024
Q4 | $13.1M | Buy |
41,521
+898
| +2% | +$284K | 0.54% | 33 |
|
|
2024
Q3 | $11.8M | Sell |
40,623
-254
| -0.6% | -$73.6K | 0.5% | 35 |
|
|
2024
Q2 | $10.7M | Buy |
40,877
+2,192
| +6% | +$575K | 0.48% | 35 |
|
|
2024
Q1 | $10.1M | Buy |
38,685
+626
| +2% | +$163K | 0.55% | 29 |
|
|
2023
Q4 | $9.91M | Buy |
38,059
+1,497
| +4% | +$390K | 0.56% | 28 |
|
|
2023
Q3 | $8.41M | Buy |
36,562
+308
| +0.8% | +$70.8K | 0.54% | 31 |
|
|
2023
Q2 | $8.61M | Buy |
36,254
+1,613
| +5% | +$383K | 0.52% | 34 |
|
|
2023
Q1 | $7.81M | Buy |
34,641
+6,773
| +24% | +$1.53M | 0.51% | 35 |
|
|
2022
Q4 | $5.79M | Buy |
27,868
+7,449
| +36% | +$1.55M | 0.43% | 56 |
|
|
2022
Q3 | $3.63M | Buy |
20,419
+4,547
| +29% | +$808K | 0.35% | 72 |
|
|
2022
Q2 | $3.13M | Buy |
15,872
+249
| +2% | +$49K | 0.29% | 96 |
|
|
2022
Q1 | $3.47M | Sell |
15,623
-9,418
| -38% | -$2.09M | 0.27% | 100 |
|
|
2021
Q4 | $5.43M | Buy |
25,041
+4,508
| +22% | +$977K | 0.41% | 54 |
|
|
2021
Q3 | $4.57M | Sell |
20,533
-12,892
| -39% | -$2.87M | 0.48% | 49 |
|
|
2021
Q2 | $7.82M | Buy |
33,425
+4,895
| +17% | +$1.14M | 0.54% | 38 |
|
|
2021
Q1 | $6.04M | Buy |
28,530
+1,358
| +5% | +$288K | 0.47% | 43 |
|
|
2020
Q4 | $5.94M | Sell |
27,172
-4,031
| -13% | -$882K | 0.48% | 46 |
|
|
2020
Q3 | $6.24M | Sell |
31,203
-5,001
| -14% | -$1M | 0.48% | 44 |
|
|
2020
Q2 | $7M | Buy |
36,204
+8,915
| +33% | +$1.72M | 0.54% | 34 |
|
|
2020
Q1 | $4.4M | Sell |
27,289
-646
| -2% | -$104K | 0.53% | 37 |
|
|
2019
Q4 | $17.8M | Buy |
27,935
+4,457
| +19% | +$2.84M | 0.7% | 27 |
|
|
2019
Q3 | $4.04M | Buy |
23,478
+688
| +3% | +$118K | 0.42% | 52 |
|
|
2019
Q2 | $3.96M | Buy |
22,790
+28
| +0.1% | +$4.86K | 0.4% | 54 |
|
|
2019
Q1 | $3.56M | Buy |
22,762
+1,026
| +5% | +$160K | 0.39% | 61 |
|
|
2018
Q4 | $2.87M | Buy |
21,736
+1,079
| +5% | +$142K | 0.36% | 69 |
|
|
2018
Q3 | $3.1M | Sell |
20,657
-5,101
| -20% | -$766K | 0.34% | 75 |
|
|
2018
Q2 | $3.41M | Buy |
25,758
+329
| +1% | +$43.6K | 0.25% | 91 |
|
|
2018
Q1 | $3.04M | Sell |
25,429
-384
| -1% | -$45.9K | 0.24% | 90 |
|
|
2017
Q4 | $2.94M | Buy |
25,813
+419
| +2% | +$47.8K | 0.23% | 92 |
|
|
2017
Q3 | $2.67M | Buy |
25,394
+3,487
| +16% | +$367K | 0.24% | 87 |
|
|
2017
Q2 | $1.95M | Sell |
21,907
-7,854
| -26% | -$699K | 0.3% | 84 |
|
|
2017
Q1 | $2.65M | Buy |
29,761
+2,860
| +11% | +$254K | 0.27% | 85 |
|
|
2016
Q4 | $2.1M | Buy |
+26,901
| New | +$2.1M | 0.27% | 76 |
|