LAM
Lewis Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
4,092
+1,751
| +75% | +$622K | 0.68% | 33 |
|
|
2025
Q1 | $820K | Buy |
2,341
+31
| +1% | +$10.9K | 0.68% | 39 |
|
|
2024
Q4 | $730K | Sell |
2,310
-19
| -0.8% | -$6.01K | 0.56% | 43 |
|
|
2024
Q3 | $640K | Buy |
2,329
+157
| +7% | +$43.2K | 0.47% | 57 |
|
|
2024
Q2 | $570K | Sell |
2,172
-29
| -1% | -$7.61K | 0.44% | 52 |
|
|
2024
Q1 | $614K | Sell |
2,201
-9
| -0.4% | -$2.51K | 0.51% | 47 |
|
|
2023
Q4 | $575K | Buy |
+2,210
| New | +$575K | 0.53% | 47 |
|