Lloyd Advisory Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,530
| Closed | -$2.1M | – | 189 |
|
|
2024
Q1 | $2.1M | Buy |
7,530
+6,484
| +620% | +$1.81M | 0.45% | 28 |
|
|
2023
Q4 | $272K | Sell |
1,046
-13,296
| -93% | -$3.46M | 0.13% | 95 |
|
|
2023
Q3 | $3.3M | Buy |
+14,342
| New | +$3.3M | 1.09% | 15 |
|
|
2022
Q2 | – | Sell |
-569
| Closed | -$126K | – | 555 |
|
|
2022
Q1 | $126K | Sell |
569
-253
| -31% | -$56K | 0.06% | 137 |
|
|
2021
Q4 | $178K | Buy |
822
+101
| +14% | +$21.9K | 0.08% | 98 |
|
|
2021
Q3 | $161K | Buy |
721
+213
| +42% | +$47.6K | 0.08% | 98 |
|
|
2021
Q2 | $119K | Buy |
508
+173
| +52% | +$40.5K | 0.06% | 107 |
|
|
2021
Q1 | $71K | Buy |
335
+169
| +102% | +$35.8K | 0.04% | 121 |
|
|
2020
Q4 | $36K | Hold |
166
| – | – | 0.02% | 139 |
|
|
2020
Q3 | $33K | Buy |
166
+9
| +6% | +$1.79K | 0.02% | 130 |
|
|
2020
Q2 | $30K | Sell |
157
-72
| -31% | -$13.8K | 0.02% | 143 |
|
|
2020
Q1 | $37K | Buy |
229
+2
| +0.9% | +$323 | 0.03% | 104 |
|
|
2019
Q4 | $43K | Buy |
+227
| New | +$43K | 0.04% | 134 |
|