LGWM
Litman Gregory Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Sell |
47,708
-10,942
| -19% | -$3.88M | 1.33% | 19 |
|
|
2025
Q1 | $20.6M | Sell |
58,650
-466
| -0.8% | -$163K | 1.76% | 13 |
|
|
2024
Q4 | $18.7M | Sell |
59,116
-1,013
| -2% | -$320K | 1.62% | 15 |
|
|
2024
Q3 | $16.5M | Sell |
60,129
-324
| -0.5% | -$89.1K | 1.38% | 18 |
|
|
2024
Q2 | $15.9M | Buy |
60,453
+1,579
| +3% | +$414K | 1.41% | 17 |
|
|
2024
Q1 | $16.4M | Buy |
58,874
+1,654
| +3% | +$462K | 1.49% | 18 |
|
|
2023
Q4 | $14.9M | Sell |
57,220
-153
| -0.3% | -$39.8K | 1.41% | 18 |
|
|
2023
Q3 | $13.2M | Buy |
+57,373
| New | +$13.2M | 1.36% | 18 |
|
|
2023
Q2 | – | Sell |
-4,619
| Closed | -$1.04M | – | 110 |
|
|
2023
Q1 | $1.04M | Buy |
+4,619
| New | +$1.04M | 0.39% | 16 |
|
|
2019
Q4 | – | Sell |
-13
| Closed | -$2K | – | 261 |
|
|
2019
Q3 | $2K | Sell |
13
-12
| -48% | -$1.85K | ﹤0.01% | 189 |
|
|
2019
Q2 | $4K | Sell |
25
-50
| -67% | -$8K | ﹤0.01% | 188 |
|
|
2019
Q1 | $12K | Hold |
75
| – | – | ﹤0.01% | 103 |
|
|
2018
Q4 | $10K | Hold |
75
| – | – | ﹤0.01% | 115 |
|
|
2018
Q3 | $11K | Hold |
75
| – | – | ﹤0.01% | 85 |
|
|
2018
Q2 | $10K | Sell |
75
-600
| -89% | -$80K | ﹤0.01% | 75 |
|
|
2018
Q1 | $81K | Buy |
+675
| New | +$81K | 0.03% | 61 |
|