Lido Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.6M | Buy |
207,257
+37,043
| +22% | +$13.2M | 0.29% | 45 |
|
|
2025
Q1 | $59.7M | Buy |
170,214
+34,254
| +25% | +$12M | 0.27% | 51 |
|
|
2024
Q4 | $43M | Buy |
135,960
+17,731
| +15% | +$5.6M | 0.2% | 58 |
|
|
2024
Q3 | $32.5M | Sell |
118,229
-1,377
| -1% | -$379K | 0.16% | 59 |
|
|
2024
Q2 | $31.4M | Buy |
119,606
+3,119
| +3% | +$819K | 0.17% | 54 |
|
|
2024
Q1 | $32.5M | Sell |
116,487
-7,245
| -6% | -$2.02M | 0.19% | 50 |
|
|
2023
Q4 | $32.2M | Buy |
123,732
+3,491
| +3% | +$909K | 0.22% | 44 |
|
|
2023
Q3 | $27.7M | Buy |
120,241
+2,164
| +2% | +$498K | 0.21% | 46 |
|
|
2023
Q2 | $28M | Buy |
118,077
+1,430
| +1% | +$340K | 0.2% | 51 |
|
|
2023
Q1 | $26.3M | Buy |
116,647
+55,370
| +90% | +$12.5M | 0.26% | 47 |
|
|
2022
Q4 | $12.7M | Sell |
61,277
-25,755
| -30% | -$5.35M | 0.16% | 70 |
|
|
2022
Q3 | $15.5M | Buy |
87,032
+2,679
| +3% | +$476K | 0.19% | 46 |
|
|
2022
Q2 | $16.6M | Buy |
84,353
+11,810
| +16% | +$2.33M | 0.22% | 44 |
|
|
2022
Q1 | $16.1M | Sell |
72,543
-5,876
| -7% | -$1.3M | 0.18% | 57 |
|
|
2021
Q4 | $17M | Sell |
78,419
-1,075
| -1% | -$233K | 0.19% | 55 |
|
|
2021
Q3 | $17.7M | Buy |
79,494
+8,410
| +12% | +$1.87M | 0.25% | 39 |
|
|
2021
Q2 | $16.6M | Buy |
71,084
+7,742
| +12% | +$1.81M | 0.23% | 45 |
|
|
2021
Q1 | $13.4M | Buy |
63,342
+16,429
| +35% | +$3.48M | 0.23% | 46 |
|
|
2020
Q4 | $10.3M | Buy |
46,913
+8,067
| +21% | +$1.76M | 0.21% | 56 |
|
|
2020
Q3 | $7.77M | Buy |
38,846
+205
| +0.5% | +$41K | 0.2% | 58 |
|
|
2020
Q2 | $7.46M | Buy |
38,641
+5,102
| +15% | +$986K | 0.23% | 48 |
|
|
2020
Q1 | $5.4M | Sell |
33,539
-435
| -1% | -$70.1K | 0.23% | 59 |
|
|
2019
Q4 | $6.38M | Buy |
33,974
+4,158
| +14% | +$781K | 0.25% | 57 |
|
|
2019
Q3 | $5.13M | Sell |
29,816
-234
| -0.8% | -$40.3K | 0.26% | 54 |
|
|
2019
Q2 | $5.22M | Buy |
30,050
+1,368
| +5% | +$237K | 0.3% | 49 |
|
|
2019
Q1 | $4.48M | Buy |
28,682
+5,619
| +24% | +$877K | 0.29% | 52 |
|
|
2018
Q4 | $3.04M | Buy |
23,063
+1,568
| +7% | +$207K | 0.3% | 45 |
|
|
2018
Q3 | $3.23M | Buy |
21,495
+3,954
| +23% | +$593K | 0.31% | 44 |
|
|
2018
Q2 | $2.32M | Buy |
17,541
+5,050
| +40% | +$669K | 0.27% | 52 |
|
|
2018
Q1 | $1.49M | Buy |
12,491
+1,624
| +15% | +$194K | 0.2% | 64 |
|
|
2017
Q4 | $1.24M | Buy |
10,867
+2,089
| +24% | +$238K | 0.18% | 67 |
|
|
2017
Q3 | $965K | Buy |
8,778
+437
| +5% | +$48K | 0.15% | 79 |
|
|
2017
Q2 | $782K | Buy |
8,341
+1,545
| +23% | +$145K | 0.16% | 78 |
|
|
2017
Q1 | $625K | Buy |
6,796
+2,829
| +71% | +$260K | 0.17% | 88 |
|
|
2016
Q4 | $309K | Buy |
3,967
+769
| +24% | +$59.9K | 0.08% | 129 |
|
|
2016
Q3 | $265K | Sell |
3,198
-1,328
| -29% | -$110K | 0.08% | 115 |
|
|
2016
Q2 | $336K | Sell |
4,526
-928
| -17% | -$68.9K | 0.1% | 99 |
|
|
2016
Q1 | $417K | Buy |
+5,454
| New | +$417K | 0.14% | 68 |
|