LJI Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Sell |
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|
2025
Q1 | $495K | Hold |
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|
2024
Q4 | $446K | Hold |
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|
2024
Q3 | $388K | Sell |
|
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|
2024
Q2 | $372K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $381K | Sell |
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|
2023
Q3 | $337K | Buy |
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|
2023
Q2 | $289K | Hold |
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|
2023
Q1 | $274K | Sell |
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|
2022
Q4 | $265K | Buy |
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