LW
Linscomb Wealth’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Buy |
40,162
+158
| +0.4% | +$56.1K | 0.66% | 24 |
|
|
2025
Q1 | $14M | Sell |
40,004
-144
| -0.4% | -$50.5K | 0.7% | 18 |
|
|
2024
Q4 | $12.7M | Buy |
40,148
+391
| +1% | +$124K | 0.63% | 24 |
|
|
2024
Q3 | $10.9M | Sell |
39,757
-67
| -0.2% | -$18.4K | 0.54% | 37 |
|
|
2024
Q2 | $10.5M | Buy |
39,824
+823
| +2% | +$216K | 0.54% | 35 |
|
|
2024
Q1 | $10.9M | Buy |
39,001
+221
| +0.6% | +$61.7K | 0.56% | 35 |
|
|
2023
Q4 | $10.1M | Sell |
38,780
-392
| -1% | -$102K | 0.56% | 36 |
|
|
2023
Q3 | $9.01M | Sell |
39,172
-1,328
| -3% | -$305K | 0.53% | 41 |
|
|
2023
Q2 | $9.62M | Sell |
40,500
-811
| -2% | -$193K | 0.52% | 44 |
|
|
2023
Q1 | $9.31M | Sell |
41,311
-4,183
| -9% | -$943K | 0.49% | 50 |
|
|
2022
Q4 | $9.45M | Buy |
45,494
+2,184
| +5% | +$454K | 0.48% | 52 |
|
|
2022
Q3 | $7.69M | Buy |
43,310
+749
| +2% | +$133K | 0.47% | 56 |
|
|
2022
Q2 | $8.38M | Sell |
42,561
-1,954
| -4% | -$385K | 0.48% | 57 |
|
|
2022
Q1 | $9.87M | Buy |
44,515
+1,505
| +3% | +$334K | 0.47% | 53 |
|
|
2021
Q4 | $9.32M | Sell |
43,010
-156
| -0.4% | -$33.8K | 0.45% | 53 |
|
|
2021
Q3 | $9.62M | Buy |
43,166
+908
| +2% | +$202K | 0.5% | 52 |
|
|
2021
Q2 | $9.88M | Buy |
42,258
+885
| +2% | +$207K | 0.51% | 48 |
|
|
2021
Q1 | $8.76M | Buy |
41,373
+331
| +0.8% | +$70.1K | 0.48% | 54 |
|
|
2020
Q4 | $8.98M | Sell |
41,042
-640
| -2% | -$140K | 0.54% | 41 |
|
|
2020
Q3 | $8.34M | Buy |
41,682
+292
| +0.7% | +$58.4K | 0.57% | 38 |
|
|
2020
Q2 | $8M | Buy |
41,390
+6,098
| +17% | +$1.18M | 0.58% | 33 |
|
|
2020
Q1 | $5.69M | Buy |
35,292
+1,712
| +5% | +$276K | 0.5% | 40 |
|
|
2019
Q4 | $6.31M | Buy |
33,580
+453
| +1% | +$85.1K | 0.41% | 42 |
|
|
2019
Q3 | $5.7M | Buy |
33,127
+163
| +0.5% | +$28K | 0.46% | 37 |
|
|
2019
Q2 | $5.72M | Sell |
32,964
-381
| -1% | -$66.1K | 0.47% | 35 |
|
|
2019
Q1 | $5.21M | Sell |
33,345
-46
| -0.1% | -$7.19K | 0.44% | 38 |
|
|
2018
Q4 | $4.41M | Buy |
33,391
+489
| +1% | +$64.5K | 0.42% | 41 |
|
|
2018
Q3 | $4.94M | Sell |
32,902
-864
| -3% | -$130K | 0.41% | 44 |
|
|
2018
Q2 | $4.47M | Buy |
33,766
+986
| +3% | +$131K | 0.38% | 46 |
|
|
2018
Q1 | $3.92M | Sell |
32,780
-1,402
| -4% | -$168K | 0.33% | 48 |
|
|
2017
Q4 | $3.9M | Buy |
34,182
+234
| +0.7% | +$26.7K | 0.32% | 53 |
|
|
2017
Q3 | $3.57M | Buy |
33,948
+368
| +1% | +$38.7K | 0.31% | 57 |
|
|
2017
Q2 | $3.15M | Sell |
33,580
-575
| -2% | -$53.9K | 0.28% | 63 |
|
|
2017
Q1 | $3.04M | Sell |
34,155
-76
| -0.2% | -$6.75K | 0.27% | 64 |
|
|
2016
Q4 | $2.67M | Buy |
34,231
+362
| +1% | +$28.2K | 0.25% | 66 |
|
|
2016
Q3 | $2.8M | Sell |
33,869
-237
| -0.7% | -$19.6K | 0.27% | 58 |
|
|
2016
Q2 | $2.53M | Buy |
34,106
+216
| +0.6% | +$16K | 0.26% | 57 |
|
|
2016
Q1 | $2.59M | Buy |
33,890
+614
| +2% | +$47K | 0.28% | 58 |
|
|
2015
Q4 | $2.58M | Buy |
33,276
+56
| +0.2% | +$4.34K | 0.29% | 56 |
|
|
2015
Q3 | $2.31M | Buy |
33,220
+525
| +2% | +$36.6K | 0.27% | 59 |
|
|
2015
Q2 | $2.2M | Buy |
32,695
+113
| +0.3% | +$7.59K | 0.24% | 69 |
|
|
2015
Q1 | $2.13M | Buy |
32,582
+24,341
| +295% | +$1.59M | 0.23% | 74 |
|
|
2014
Q4 | $2.16M | Buy |
8,241
+240
| +3% | +$62.9K | 0.24% | 74 |
|
|
2014
Q3 | $1.71M | Buy |
8,001
+1,227
| +18% | +$262K | 0.19% | 88 |
|
|
2014
Q2 | $1.43M | Sell |
6,774
-46
| -0.7% | -$9.69K | 0.15% | 94 |
|
|
2014
Q1 | $1.47M | Buy |
6,820
+1,794
| +36% | +$387K | 0.16% | 90 |
|
|
2013
Q4 | $1.12M | Buy |
5,026
+87
| +2% | +$19.4K | 0.14% | 95 |
|
|
2013
Q3 | $944K | Buy |
4,939
+186
| +4% | +$35.6K | 0.12% | 92 |
|
|
2013
Q2 | $869K | Buy |
+4,753
| New | +$869K | 0.12% | 97 |
|