LCM
Liberty Capital Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
34,783
-226
| -0.6% | -$80.2K | 2.49% | 8 |
|
|
2025
Q1 | $12.3M | Sell |
35,009
-159
| -0.5% | -$55.7K | 2.73% | 6 |
|
|
2024
Q4 | $11.1M | Sell |
35,168
-15
| -0% | -$4.74K | 2.47% | 8 |
|
|
2024
Q3 | $9.67M | Buy |
35,183
+435
| +1% | +$120K | 2.14% | 11 |
|
|
2024
Q2 | $9.12M | Sell |
34,748
-207
| -0.6% | -$54.3K | 2.16% | 10 |
|
|
2024
Q1 | $9.76M | Sell |
34,955
-326
| -0.9% | -$91K | 2.4% | 8 |
|
|
2023
Q4 | $9.19M | Sell |
35,281
-834
| -2% | -$217K | 2.41% | 7 |
|
|
2023
Q3 | $8.31M | Sell |
36,115
-124
| -0.3% | -$28.5K | 2.45% | 8 |
|
|
2023
Q2 | $8.61M | Buy |
36,239
+123
| +0.3% | +$29.2K | 2.58% | 7 |
|
|
2023
Q1 | $8.14M | Sell |
36,116
-171
| -0.5% | -$38.6K | 2.68% | 7 |
|
|
2022
Q4 | $7.54M | Buy |
36,287
+59
| +0.2% | +$12.3K | 2.61% | 8 |
|
|
2022
Q3 | $6.44M | Sell |
36,228
-629
| -2% | -$112K | 2.41% | 11 |
|
|
2022
Q2 | $7.26M | Sell |
36,857
-889
| -2% | -$175K | 2.58% | 10 |
|
|
2022
Q1 | $8.37M | Sell |
37,746
-279
| -0.7% | -$61.9K | 2.45% | 11 |
|
|
2021
Q4 | $8.24M | Sell |
38,025
-1,916
| -5% | -$415K | 2.22% | 13 |
|
|
2021
Q3 | $8.9M | Buy |
39,941
+76
| +0.2% | +$16.9K | 2.62% | 9 |
|
|
2021
Q2 | $9.32M | Sell |
39,865
-462
| -1% | -$108K | 2.83% | 7 |
|
|
2021
Q1 | $8.54M | Sell |
40,327
-127
| -0.3% | -$26.9K | 2.95% | 7 |
|
|
2020
Q4 | $8.85M | Buy |
+40,454
| New | +$8.85M | 3.21% | 5 |
|
|
2020
Q2 | $7.78M | Sell |
40,262
-2,407
| -6% | -$465K | 3.37% | 4 |
|
|
2020
Q1 | $6.88M | Sell |
42,669
-313
| -0.7% | -$50.4K | 3.59% | 4 |
|
|
2019
Q4 | $8.08M | Sell |
42,982
-566
| -1% | -$106K | 3.32% | 3 |
|
|
2019
Q3 | $7.49M | Sell |
43,548
-1,856
| -4% | -$319K | 3.3% | 1 |
|
|
2019
Q2 | $7.88M | Sell |
45,404
-211
| -0.5% | -$36.6K | 3.54% | 1 |
|
|
2019
Q1 | $7.13M | Buy |
45,615
+51
| +0.1% | +$7.97K | 3.59% | 2 |
|
|
2018
Q4 | $6.01M | Buy |
45,564
+1,293
| +3% | +$171K | 3.7% | 1 |
|
|
2018
Q3 | $6.65M | Sell |
44,271
-234
| -0.5% | -$35.1K | 3.47% | 3 |
|
|
2018
Q2 | $5.9M | Sell |
44,505
-1,286
| -3% | -$170K | 3.45% | 3 |
|
|
2018
Q1 | $5.48M | Sell |
45,791
-659
| -1% | -$78.8K | 3.31% | 2 |
|
|
2017
Q4 | $5.58M | Buy |
46,450
+207
| +0.4% | +$24.9K | 2.95% | 3 |
|
|
2017
Q3 | $4.97M | Sell |
46,243
-3,919
| -8% | -$421K | 2.73% | 3 |
|
|
2017
Q2 | $4.79M | Sell |
50,162
-3,072
| -6% | -$293K | 2.9% | 2 |
|
|
2017
Q1 | $4.73M | Sell |
53,234
-814
| -2% | -$72.3K | 2.85% | 1 |
|
|
2016
Q4 | $4.41M | Sell |
54,048
-175
| -0.3% | -$14.3K | 2.86% | 1 |
|
|
2016
Q3 | $4.49M | Buy |
54,223
+2,100
| +4% | +$174K | 2.92% | 2 |
|
|
2016
Q2 | $3.87M | Sell |
52,123
-428
| -0.8% | -$31.7K | 2.61% | 6 |
|
|
2016
Q1 | $4.02M | Sell |
52,551
-1,320
| -2% | -$101K | 3.01% | 4 |
|
|
2015
Q4 | $4.18M | Sell |
53,871
-1,220
| -2% | -$94.6K | 3.15% | 2 |
|
|
2015
Q3 | $3.84M | Sell |
55,091
-1,410
| -2% | -$98.2K | 3.02% | 3 |
|
|
2015
Q2 | $3.79M | Sell |
56,501
-435
| -0.8% | -$29.2K | 2.55% | 5 |
|
|
2015
Q1 | $3.72M | Buy |
56,936
+42,462
| +293% | +$2.78M | 2.49% | 6 |
|
|
2014
Q4 | $3.8M | Sell |
14,474
-185
| -1% | -$48.5K | 2.64% | 5 |
|
|
2014
Q3 | $3.13M | Sell |
14,659
-200
| -1% | -$42.7K | 2.27% | 7 |
|
|
2014
Q2 | $3.13M | Sell |
14,859
-140
| -0.9% | -$29.5K | 2.21% | 8 |
|
|
2014
Q1 | $3.24M | Sell |
14,999
-1,171
| -7% | -$253K | 2.38% | 7 |
|
|
2013
Q4 | $3.6M | Sell |
16,170
-65
| -0.4% | -$14.5K | 2.57% | 4 |
|
|
2013
Q3 | $3.1M | Sell |
16,235
-10
| -0.1% | -$1.91K | 2.46% | 5 |
|
|
2013
Q2 | $2.97M | Buy |
+16,245
| New | +$2.97M | 2.56% | 3 |
|