LWM
Lodestone Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
5,884
-238
| -4% | -$84.5K | 1.02% | 33 |
|
|
2025
Q1 | $2.15M | Buy |
6,122
+18
| +0.3% | +$6.31K | 1.14% | 27 |
|
|
2024
Q4 | $1.93M | Sell |
6,104
-14
| -0.2% | -$4.42K | 0.97% | 41 |
|
|
2024
Q3 | $1.68M | Sell |
6,118
-1,246
| -17% | -$343K | 0.84% | 46 |
|
|
2024
Q2 | $1.93M | Buy |
7,364
+137
| +2% | +$36K | 1.02% | 35 |
|
|
2024
Q1 | $2.02M | Buy |
7,227
+15
| +0.2% | +$4.19K | 1.06% | 36 |
|
|
2023
Q4 | $1.88M | Buy |
7,212
+160
| +2% | +$41.7K | 1.09% | 35 |
|
|
2023
Q3 | $1.62M | Buy |
7,052
+77
| +1% | +$17.7K | 1.14% | 32 |
|
|
2023
Q2 | $1.66M | Sell |
6,975
-278
| -4% | -$66K | 1.13% | 30 |
|
|
2023
Q1 | $1.64M | Sell |
7,253
-310
| -4% | -$69.9K | 1.26% | 29 |
|
|
2022
Q4 | $1.57M | Buy |
+7,563
| New | +$1.57M | 1.27% | 29 |
|