LA
LM Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
8,199
+751
| +10% | +$267K | 0.37% | 43 |
|
|
2025
Q1 | $2.61M | Buy |
7,448
+49
| +0.7% | +$17.2K | 0.47% | 40 |
|
|
2024
Q4 | $2.34M | Sell |
7,399
-1,862
| -20% | -$589K | 0.42% | 45 |
|
|
2024
Q3 | $2.55M | Sell |
9,261
-3,465
| -27% | -$953K | 0.52% | 40 |
|
|
2024
Q2 | $3.34M | Sell |
12,726
-2,254
| -15% | -$592K | 0.01% | 52 |
|
|
2024
Q1 | $4.18M | Buy |
14,980
+3,639
| +32% | +$1.02M | 0.66% | 28 |
|
|
2023
Q4 | $2.95M | Buy |
+11,341
| New | +$2.95M | 0.59% | 36 |
|