LPAM
Lodestar Private Asset Management’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $919K | Buy |
2,589
+307
| +13% | +$109K | 0.11% | 104 |
|
2025
Q1 | $800K | Sell |
2,282
-100
| -4% | -$35K | 0.1% | 108 |
|
2024
Q4 | $753K | Hold |
2,382
| – | – | 0.09% | 112 |
|
2024
Q3 | $655K | Hold |
2,382
| – | – | 0.08% | 121 |
|
2024
Q2 | $625K | Sell |
2,382
-27
| -1% | -$7.09K | 0.09% | 122 |
|
2024
Q1 | $672K | Buy |
2,409
+20
| +0.8% | +$5.58K | 0.1% | 117 |
|
2023
Q4 | $622K | Hold |
2,389
| – | – | 0.1% | 121 |
|
2023
Q3 | $549K | Buy |
2,389
+28
| +1% | +$6.44K | 0.09% | 120 |
|
2023
Q2 | $561K | Buy |
2,361
+40
| +2% | +$9.5K | 0.09% | 118 |
|
2023
Q1 | $523K | Sell |
2,321
-334
| -13% | -$75.3K | 0.09% | 120 |
|
2022
Q4 | $552K | Buy |
+2,655
| New | +$552K | 0.11% | 116 |
|