Lion Street Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
3,578
+63
| +2% | +$22.4K | 0.39% | 54 |
|
|
2025
Q1 | $1.23M | Sell |
3,515
-325
| -8% | -$114K | 0.39% | 52 |
|
|
2024
Q4 | $1.21M | Sell |
3,840
-128
| -3% | -$40.4K | 0.39% | 52 |
|
|
2024
Q3 | $1.09M | Sell |
3,968
-60
| -1% | -$16.5K | 0.38% | 54 |
|
|
2024
Q2 | $1.06M | Sell |
4,028
-71
| -2% | -$18.6K | 0.39% | 50 |
|
|
2024
Q1 | $1.07M | Hold |
4,099
| – | – | 0.44% | 41 |
|
|
2023
Q4 | $1.07M | Buy |
4,099
+72
| +2% | +$18.7K | 0.44% | 41 |
|
|
2023
Q3 | $927K | Sell |
4,027
-71
| -2% | -$16.3K | 0.3% | 63 |
|
|
2023
Q2 | $868K | Buy |
4,098
+927
| +29% | +$196K | 0.29% | 68 |
|
|
2023
Q1 | $715K | Buy |
3,171
+471
| +17% | +$106K | 0.22% | 83 |
|
|
2022
Q4 | $572K | Buy |
2,700
+313
| +13% | +$66.3K | 0.3% | 53 |
|
|
2022
Q3 | $423K | Sell |
2,387
-313
| -12% | -$55.5K | 0.21% | 69 |
|
|
2022
Q2 | $574K | Sell |
2,700
-116
| -4% | -$24.7K | 0.3% | 52 |
|
|
2022
Q1 | $625K | Buy |
2,816
+8
| +0.3% | +$1.78K | 0.32% | 46 |
|
|
2021
Q4 | $610K | Buy |
2,808
+158
| +6% | +$34.3K | 0.3% | 54 |
|
|
2021
Q3 | $590K | Buy |
+2,650
| New | +$590K | 0.32% | 49 |
|
|
2020
Q2 | – | Sell |
-284
| Closed | -$46K | – | 397 |
|
|
2020
Q1 | $46K | Buy |
+284
| New | +$46K | 0.25% | 53 |
|