LWM
LongView Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Sell |
1,293
-8
| -0.6% | -$2.84K | 0.14% | 125 |
|
|
2025
Q1 | $456K | Sell |
1,301
-119
| -8% | -$41.7K | 0.14% | 126 |
|
|
2024
Q4 | $449K | Sell |
1,420
-1
| -0.1% | -$316 | 0.14% | 124 |
|
|
2024
Q3 | $391K | Sell |
1,421
-36
| -2% | -$9.9K | 0.12% | 132 |
|
|
2024
Q2 | $382K | Sell |
1,457
-14
| -1% | -$3.68K | 0.14% | 124 |
|
|
2024
Q1 | $411K | Sell |
1,471
-208
| -12% | -$58.1K | 0.16% | 122 |
|
|
2023
Q4 | $442K | Buy |
+1,679
| New | +$442K | 0.2% | 102 |
|