LRWM
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Lord & Richards Wealth Management’s Visa V Stock Holding History

Lord & Richards Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.7M Buy
4,782
+440
+10% +$156K 1.77% 15
2025
Q1 		$1.52M Buy
4,342
+2,409
+125% +$844K 1.73% 12
2024
Q4 		$611K Buy
+1,933
New +$611K 1.29% 24