LWM
LJI Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Sell |
1,312
-100
| -7% | -$35.5K | 0.08% | 97 |
|
|
2025
Q1 | $495K | Hold |
1,412
| – | – | 0.1% | 86 |
|
|
2024
Q4 | $446K | Hold |
1,412
| – | – | 0.09% | 99 |
|
|
2024
Q3 | $388K | Sell |
1,412
-6
| -0.4% | -$1.65K | 0.08% | 130 |
|
|
2024
Q2 | $372K | Buy |
+1,418
| New | +$372K | 0.08% | 125 |
|
|
2024
Q1 | – | Sell |
-1,464
| Closed | -$381K | – | 174 |
|
|
2023
Q4 | $381K | Sell |
1,464
-1
| -0.1% | -$260 | 0.1% | 111 |
|
|
2023
Q3 | $337K | Buy |
1,465
+250
| +21% | +$57.5K | 0.1% | 112 |
|
|
2023
Q2 | $289K | Hold |
1,215
| – | – | 0.08% | 120 |
|
|
2023
Q1 | $274K | Sell |
1,215
-60
| -5% | -$13.5K | 0.09% | 121 |
|
|
2022
Q4 | $265K | Buy |
+1,275
| New | +$265K | 0.09% | 111 |
|