Lifeworks 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 | $1.28M | Sell |
3,612
-263
| -7% | -$93.4K | 0.19% | 110 |
|
|
2025
Q1 | $1.36M | Buy |
3,875
+1,569
| +68% | +$550K | 0.23% | 104 |
|
|
2024
Q4 | $729K | Buy |
2,306
+168
| +8% | +$53.1K | 0.13% | 140 |
|
|
2024
Q3 | $588K | Buy |
2,138
+961
| +82% | +$264K | 0.12% | 145 |
|
|
2024
Q2 | $309K | Sell |
1,177
-75
| -6% | -$19.7K | 0.09% | 174 |
|
|
2024
Q1 | $349K | Buy |
1,252
+322
| +35% | +$89.9K | 0.1% | 156 |
|
|
2023
Q4 | $242K | Buy |
930
+60
| +7% | +$15.6K | 0.08% | 182 |
|
|
2023
Q3 | $200K | Sell |
870
-102
| -10% | -$23.5K | 0.08% | 179 |
|
|
2023
Q2 | $231K | Sell |
972
-11
| -1% | -$2.61K | 0.1% | 144 |
|
|
2023
Q1 | $222K | Buy |
+983
| New | +$222K | 0.1% | 136 |
|
|
2022
Q4 | – | Sell |
-1,327
| Closed | -$275K | – | 124 |
|
|
2022
Q3 | $275K | Sell |
1,327
-56
| -4% | -$11.6K | 0.16% | 107 |
|
|
2022
Q2 | $272K | Buy |
1,383
+42
| +3% | +$8.26K | 0.17% | 108 |
|
|
2022
Q1 | $297K | Sell |
1,341
-447
| -25% | -$99K | 0.2% | 101 |
|
|
2021
Q4 | $387K | Buy |
+1,788
| New | +$387K | 0.31% | 89 |
|