LGT Financial Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.46K | Buy |
+21
| New | +$7.46K | 0.02% | 243 |
|
|
2025
Q1 | – | Sell |
-800
| Closed | -$253K | – | 709 |
|
|
2024
Q4 | $253K | Buy |
+800
| New | +$253K | 0.56% | 32 |
|
|
2024
Q3 | – | Sell |
-82
| Closed | -$21.5K | – | 796 |
|
|
2024
Q2 | $21.5K | Buy |
+82
| New | +$21.5K | 0.05% | 290 |
|