LWA
Lineweaver Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Buy |
8,073
+205
| +3% | +$72.8K | 0.45% | 46 |
|
|
2025
Q1 | $2.76M | Sell |
7,868
-82
| -1% | -$28.8K | 0.47% | 44 |
|
|
2024
Q4 | $2.52M | Buy |
7,950
+613
| +8% | +$194K | 0.47% | 47 |
|
|
2024
Q3 | $2.02M | Sell |
7,337
-356
| -5% | -$98K | 0.38% | 49 |
|
|
2024
Q2 | $2.02M | Buy |
7,693
+532
| +7% | +$140K | 0.42% | 44 |
|
|
2024
Q1 | $2M | Buy |
7,161
+105
| +1% | +$29.3K | 0.47% | 43 |
|
|
2023
Q4 | $1.84M | Buy |
7,056
+374
| +6% | +$97.4K | 0.48% | 44 |
|
|
2023
Q3 | $1.54M | Buy |
6,682
+13
| +0.2% | +$2.99K | 0.45% | 45 |
|
|
2023
Q2 | $1.58M | Buy |
6,669
+6
| +0.1% | +$1.43K | 0.45% | 48 |
|
|
2023
Q1 | $1.5M | Buy |
6,663
+49
| +0.7% | +$11K | 0.46% | 48 |
|
|
2022
Q4 | $1.37M | Sell |
6,614
-681
| -9% | -$141K | 0.42% | 52 |
|
|
2022
Q3 | $1.3M | Sell |
7,295
-3,663
| -33% | -$650K | 0.42% | 50 |
|
|
2022
Q2 | $2.16M | Buy |
10,958
+41
| +0.4% | +$8.07K | 0.71% | 26 |
|
|
2022
Q1 | $2.42M | Buy |
10,917
+2,387
| +28% | +$529K | 0.69% | 29 |
|
|
2021
Q4 | $1.85M | Buy |
8,530
+4,401
| +107% | +$953K | 0.53% | 35 |
|
|
2021
Q3 | $919K | Buy |
4,129
+116
| +3% | +$25.8K | 0.28% | 56 |
|
|
2021
Q2 | $938K | Buy |
4,013
+107
| +3% | +$25K | 0.31% | 51 |
|
|
2021
Q1 | $827K | Buy |
3,906
+343
| +10% | +$72.6K | 0.29% | 48 |
|
|
2020
Q4 | $779K | Buy |
3,563
+612
| +21% | +$134K | 0.31% | 41 |
|
|
2020
Q3 | $590K | Buy |
2,951
+235
| +9% | +$47K | 0.26% | 44 |
|
|
2020
Q2 | $524K | Buy |
2,716
+254
| +10% | +$49K | 0.27% | 41 |
|
|
2020
Q1 | $398K | Buy |
2,462
+675
| +38% | +$109K | 0.25% | 46 |
|
|
2019
Q4 | $335K | Buy |
+1,787
| New | +$335K | 0.19% | 47 |
|