LA
LexAurum Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $812K | Sell |
2,288
-109
| -5% | -$38.7K | 0.13% | 138 |
|
|
2025
Q1 | $840K | Sell |
2,397
-86
| -3% | -$30.1K | 0.16% | 129 |
|
|
2024
Q4 | $785K | Buy |
2,483
+431
| +21% | +$136K | 0.16% | 126 |
|
|
2024
Q3 | $564K | Sell |
2,052
-8
| -0.4% | -$2.2K | 0.12% | 152 |
|
|
2024
Q2 | $541K | Sell |
2,060
-159
| -7% | -$41.7K | 0.13% | 147 |
|
|
2024
Q1 | $619K | Sell |
2,219
-2,031
| -48% | -$567K | 0.16% | 128 |
|
|
2023
Q4 | $1.11M | Buy |
4,250
+957
| +29% | +$249K | 0.29% | 78 |
|
|
2023
Q3 | $757K | Buy |
3,293
+1,003
| +44% | +$231K | 0.22% | 101 |
|
|
2023
Q2 | $544K | Sell |
2,290
-327
| -12% | -$77.7K | 0.16% | 124 |
|
|
2023
Q1 | $590K | Buy |
2,617
+487
| +23% | +$110K | 0.2% | 109 |
|
|
2022
Q4 | $442K | Buy |
2,130
+71
| +3% | +$14.7K | 0.16% | 133 |
|
|
2022
Q3 | $366K | Sell |
2,059
-10
| -0.5% | -$1.78K | 0.14% | 153 |
|
|
2022
Q2 | $407K | Buy |
2,069
+11
| +0.5% | +$2.16K | 0.15% | 139 |
|
|
2022
Q1 | $456K | Sell |
2,058
-10
| -0.5% | -$2.22K | 0.15% | 138 |
|
|
2021
Q4 | $448K | Sell |
2,068
-66
| -3% | -$14.3K | 0.15% | 151 |
|
|
2021
Q3 | $475K | Buy |
2,134
+41
| +2% | +$9.13K | 0.14% | 173 |
|
|
2021
Q2 | $489K | Sell |
2,093
-174
| -8% | -$40.7K | 0.14% | 166 |
|
|
2021
Q1 | $480K | Sell |
2,267
-20
| -0.9% | -$4.24K | 0.16% | 144 |
|
|
2020
Q4 | $500K | Buy |
2,287
+27
| +1% | +$5.9K | 0.18% | 132 |
|
|
2020
Q3 | $452K | Buy |
2,260
+1
| +0% | +$200 | 0.19% | 115 |
|
|
2020
Q2 | $436K | Hold |
2,259
| – | – | 0.24% | 95 |
|
|
2020
Q1 | $364K | Buy |
2,259
+255
| +13% | +$41.1K | 0.25% | 86 |
|
|
2019
Q4 | $377K | Buy |
2,004
+1
| +0% | +$188 | 0.19% | 127 |
|
|
2019
Q3 | $345K | Sell |
2,003
-90
| -4% | -$15.5K | 0.2% | 124 |
|
|
2019
Q2 | $363K | Sell |
2,093
-259
| -11% | -$44.9K | 0.22% | 103 |
|
|
2019
Q1 | $367K | Sell |
2,352
-135
| -5% | -$21.1K | 0.24% | 89 |
|
|
2018
Q4 | $328K | Buy |
2,487
+81
| +3% | +$10.7K | 0.25% | 88 |
|
|
2018
Q3 | $361K | Sell |
2,406
-25
| -1% | -$3.75K | 0.25% | 93 |
|
|
2018
Q2 | $322K | Sell |
2,431
-1
| -0% | -$132 | 0.29% | 91 |
|
|
2018
Q1 | $291K | Sell |
2,432
-259
| -10% | -$31K | 0.25% | 105 |
|
|
2017
Q4 | $323K | Buy |
+2,691
| New | +$323K | 0.3% | 89 |
|