LC
V icon

Lincoln Capital’s Visa V Stock Holding History

Lincoln Capital’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$682K Hold
1,988
– – 0.12% 80
2026
Q1 		$601K Sell
1,988
-74
-4% -$23.8K 0.11% 83
2025
Q4 		$723K Sell
2,062
-95
-4% -$32.4K 0.13% 77
2025
Q3 		$755K Buy
2,157
+27
+1% +$9.35K 0.14% 76
2025
Q2 		$756K Hold
2,130
– – 0.15% 75
2025
Q1 		$706K Hold
2,130
– – 0.15% 67
2024
Q4 		$673K Sell
2,130
-1
-0% -$301 0.14% 68
2024
Q3 		$586K Hold
2,131
– – 0.12% 76
2024
Q2 		$559K Hold
2,131
– – 0.12% 72
2024
Q1 		$595K Sell
2,131
-56
-3% -$15.5K 0.13% 69
2023
Q4 		$569K Hold
2,187
– – 0.14% 68
2023
Q3 		$503K Hold
2,187
– – 0.13% 69
2023
Q2 		$519K Buy
2,187
+10
+0.5% +$2.29K 0.13% 70
2023
Q1 		$491K Buy
2,177
+10
+0.5% +$2.23K 0.14% 73
2022
Q4 		$450K Buy
2,167
+24
+1% +$4.84K 0.13% 74
2022
Q3 		$381K Buy
2,143
+6
+0.3% +$1.22K 0.12% 74
2022
Q2 		$421K Buy
2,137
+331
+18% +$68.4K 0.12% 75
2022
Q1 		$401K Buy
1,806
+344
+24% +$74.4K 0.09% 81
2021
Q4 		$317K Buy
1,462
+34
+2% +$7.3K 0.08% 88
2021
Q3 		$318K Hold
1,428
– – 0.09% 85
2021
Q2 		$334K Hold
1,428
– – 0.09% 80
2021
Q1 		$302K Hold
1,428
– – 0.09% 74
2020
Q4 		$312K Hold
1,428
– – 0.1% 75
2020
Q3 		$286K Hold
1,428
– – 0.1% 73
2020
Q2 		$276K Hold
1,428
– – 0.12% 69
2020
Q1 		$230K Hold
1,428
– – 0.12% 70
2019
Q4 		$268K Hold
1,428
– – 0.11% 72
2019
Q3 		$246K Sell
1,428
-275
-16% -$49K 0.11% 71
2019
Q2 		$296K Hold
1,703
– – 0.13% 62
2019
Q1 		$266K Hold
1,703
– – 0.13% 64
2018
Q4 		$225K Hold
1,703
– – 0.12% 64
2018
Q3 		$256K Hold
1,703
– – 0.13% 66
2018
Q2 		$231K Hold
1,703
– – 0.12% 66
2018
Q1 		$204K Buy
+1,703
New +$206K 0.11% 69

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CAM
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DC
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CNB
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AAMU
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DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return