Lineweaver Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.84M | Buy |
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|
2025
Q2 | $2.87M | Buy |
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|
2025
Q1 | $2.76M | Sell |
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|
2024
Q4 | $2.52M | Buy |
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|
2024
Q3 | $2.02M | Sell |
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|
2024
Q2 | $2.02M | Buy |
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|
2024
Q1 | $2M | Buy |
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|
2023
Q4 | $1.84M | Buy |
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|
2023
Q3 | $1.54M | Buy |
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|
2023
Q2 | $1.58M | Buy |
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|
2023
Q1 | $1.5M | Buy |
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|
2022
Q4 | $1.37M | Sell |
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|
2022
Q3 | $1.29M | Sell |
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|
2022
Q2 | $2.16M | Buy |
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|
2022
Q1 | $2.42M | Buy |
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|
2021
Q4 | $1.85M | Buy |
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|
2021
Q3 | $919K | Buy |
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|
2021
Q2 | $938K | Buy |
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|
2021
Q1 | $827K | Buy |
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|
2020
Q4 | $779K | Buy |
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|
2020
Q3 | $590K | Buy |
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|
2020
Q2 | $524K | Buy |
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|
2020
Q1 | $398K | Buy |
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|
2019
Q4 | $335K | Buy |
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