LWM
Liberty Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
3,576
-7,196
| -67% | -$2.55M | 0.2% | 73 |
|
|
2025
Q1 | $3.78M | Sell |
10,772
-285
| -3% | -$99.9K | 0.72% | 37 |
|
|
2024
Q4 | $3.49M | Sell |
11,057
-7,392
| -40% | -$2.34M | 0.58% | 41 |
|
|
2024
Q3 | $5.07M | Sell |
18,449
-6,981
| -27% | -$1.92M | 0.86% | 30 |
|
|
2024
Q2 | $5.23M | Buy |
25,430
+6,342
| +33% | +$1.31M | 0.96% | 28 |
|
|
2024
Q1 | $5.33M | Buy |
+19,088
| New | +$5.33M | 1.04% | 27 |
|
|
2023
Q4 | – | Sell |
-3,219
| Closed | -$740K | – | 189 |
|
|
2023
Q3 | $740K | Sell |
3,219
-227
| -7% | -$52.2K | 0.18% | 67 |
|
|
2023
Q2 | $818K | Sell |
3,446
-170
| -5% | -$40.4K | 0.2% | 62 |
|
|
2023
Q1 | $815K | Buy |
+3,616
| New | +$815K | 0.17% | 80 |
|
|
2022
Q3 | $652K | Buy |
3,670
+388
| +12% | +$68.9K | 0.17% | 68 |
|
|
2022
Q2 | $646K | Buy |
3,282
+200
| +6% | +$39.4K | 0.26% | 65 |
|
|
2022
Q1 | $686K | Buy |
+3,082
| New | +$686K | 0.25% | 66 |
|
|
2021
Q4 | – | Sell |
-3,608
| Closed | -$801K | – | 82 |
|
|
2021
Q3 | $801K | Buy |
3,608
+569
| +19% | +$126K | 0.29% | 53 |
|
|
2021
Q2 | $711K | Sell |
3,039
-43
| -1% | -$10.1K | 0.28% | 53 |
|
|
2021
Q1 | $611K | Hold |
3,082
| – | – | 0.3% | 53 |
|
|
2020
Q4 | $611K | Sell |
3,082
-47
| -2% | -$9.32K | 0.3% | 53 |
|
|
2020
Q3 | $626K | Buy |
3,129
+1,742
| +126% | +$349K | 0.37% | 42 |
|
|
2020
Q2 | $268K | Buy |
1,387
+332
| +31% | +$64.2K | 0.19% | 74 |
|
|
2020
Q1 | $170K | Sell |
1,055
-25
| -2% | -$4.03K | 0.15% | 98 |
|
|
2019
Q4 | $203K | Buy |
1,080
+9
| +0.8% | +$1.69K | 0.16% | 102 |
|
|
2019
Q3 | $184K | Sell |
1,071
-2,877
| -73% | -$494K | 0.17% | 100 |
|
|
2019
Q2 | $685K | Buy |
3,948
+2,722
| +222% | +$472K | 0.6% | 34 |
|
|
2019
Q1 | $191K | Buy |
1,226
+68
| +6% | +$10.6K | 0.14% | 91 |
|
|
2018
Q4 | $152K | Buy |
+1,158
| New | +$152K | 0.11% | 99 |
|