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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.24M | Buy |
9,451
+741
| +9% | +$238K | 0.39% | 57 |
|
|
2026
Q1 | $2.63M | Sell |
8,710
-99
| -1% | -$31.8K | 0.36% | 62 |
|
|
2025
Q4 | $3.09M | Buy |
8,809
+495
| +6% | +$169K | 0.42% | 49 |
|
|
2025
Q3 | $2.84M | Buy |
8,314
+241
| +3% | +$83.4K | 0.42% | 47 |
|
|
2025
Q2 | $2.87M | Buy |
8,073
+205
| +3% | +$71.5K | 0.45% | 46 |
|
|
2025
Q1 | $2.76M | Sell |
7,868
-82
| -1% | -$27.7K | 0.47% | 44 |
|
|
2024
Q4 | $2.52M | Buy |
7,950
+613
| +8% | +$184K | 0.47% | 47 |
|
|
2024
Q3 | $2.02M | Sell |
7,337
-356
| -5% | -$96.2K | 0.38% | 49 |
|
|
2024
Q2 | $2.02M | Buy |
7,693
+532
| +7% | +$146K | 0.42% | 44 |
|
|
2024
Q1 | $2M | Buy |
7,161
+105
| +1% | +$29K | 0.47% | 43 |
|
|
2023
Q4 | $1.84M | Buy |
7,056
+374
| +6% | +$92.2K | 0.48% | 44 |
|
|
2023
Q3 | $1.54M | Buy |
6,682
+13
| +0.2% | +$3.13K | 0.45% | 45 |
|
|
2023
Q2 | $1.58M | Buy |
6,669
+6
| +0.1% | +$1.37K | 0.45% | 48 |
|
|
2023
Q1 | $1.5M | Buy |
6,663
+49
| +0.7% | +$10.9K | 0.46% | 48 |
|
|
2022
Q4 | $1.37M | Sell |
6,614
-681
| -9% | -$137K | 0.42% | 52 |
|
|
2022
Q3 | $1.29M | Sell |
7,295
-3,663
| -33% | -$745K | 0.42% | 50 |
|
|
2022
Q2 | $2.16M | Buy |
10,958
+41
| +0.4% | +$8.47K | 0.71% | 26 |
|
|
2022
Q1 | $2.42M | Buy |
10,917
+2,387
| +28% | +$516K | 0.69% | 29 |
|
|
2021
Q4 | $1.85M | Buy |
8,530
+4,401
| +107% | +$945K | 0.53% | 35 |
|
|
2021
Q3 | $919K | Buy |
4,129
+116
| +3% | +$27.2K | 0.28% | 56 |
|
|
2021
Q2 | $938K | Buy |
4,013
+107
| +3% | +$24.5K | 0.31% | 51 |
|
|
2021
Q1 | $827K | Buy |
3,906
+343
| +10% | +$72.2K | 0.29% | 48 |
|
|
2020
Q4 | $779K | Buy |
3,563
+612
| +21% | +$125K | 0.31% | 41 |
|
|
2020
Q3 | $590K | Buy |
2,951
+235
| +9% | +$46.9K | 0.26% | 44 |
|
|
2020
Q2 | $524K | Buy |
2,716
+254
| +10% | +$46.4K | 0.27% | 41 |
|
|
2020
Q1 | $398K | Buy |
2,462
+675
| +38% | +$127K | 0.25% | 46 |
|
|
2019
Q4 | $335K | Buy |
+1,787
| New | +$322K | 0.19% | 47 |
|
Other funds holding V
WT
CRM
CAM
DC
CNB
AAMU
SI
P
EB