LSWM
Lorne Steinberg Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.93M | Sell |
27,973
-185
| -0.7% | -$65.7K | 2.59% | 12 |
|
|
2025
Q1 | $9.87M | Sell |
28,158
-43
| -0.2% | -$15.1K | 2.88% | 6 |
|
|
2024
Q4 | $8.91M | Buy |
28,201
+150
| +0.5% | +$47.4K | 2.58% | 12 |
|
|
2024
Q3 | $7.71M | Sell |
28,051
-275
| -1% | -$75.6K | 2.23% | 15 |
|
|
2024
Q2 | $7.43M | Buy |
28,326
+248
| +0.9% | +$65.1K | 2.39% | 12 |
|
|
2024
Q1 | $7.84M | Sell |
28,078
-317
| -1% | -$88.5K | 2.45% | 9 |
|
|
2023
Q4 | $7.39M | Buy |
28,395
+276
| +1% | +$71.9K | 2.48% | 9 |
|
|
2023
Q3 | $6.47M | Sell |
28,119
-135
| -0.5% | -$31.1K | 2.49% | 8 |
|
|
2023
Q2 | $6.71M | Sell |
28,254
-95
| -0.3% | -$22.6K | 2.53% | 8 |
|
|
2023
Q1 | $6.39M | Sell |
28,349
-185
| -0.6% | -$41.7K | 2.55% | 10 |
|
|
2022
Q4 | $5.93M | Buy |
28,534
+289
| +1% | +$60K | 2.55% | 12 |
|
|
2022
Q3 | $5.02M | Sell |
28,245
-12
| -0% | -$2.13K | 2.44% | 14 |
|
|
2022
Q2 | $5.56M | Buy |
28,257
+635
| +2% | +$125K | 2.62% | 12 |
|
|
2022
Q1 | $6.13M | Buy |
27,622
+329
| +1% | +$73K | 2.83% | 11 |
|
|
2021
Q4 | $5.92M | Buy |
27,293
+2,641
| +11% | +$572K | 2.54% | 14 |
|
|
2021
Q3 | $5.49M | Buy |
24,652
+550
| +2% | +$123K | 2.66% | 15 |
|
|
2021
Q2 | $5.64M | Buy |
24,102
+615
| +3% | +$144K | 2.77% | 12 |
|
|
2021
Q1 | $4.97M | Buy |
23,487
+2,375
| +11% | +$503K | 2.63% | 17 |
|
|
2020
Q4 | $4.63M | Buy |
+21,112
| New | +$4.63M | 2.88% | 11 |
|