LAM
Lountzis Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Hold |
970
| – | – | 0.12% | 46 |
|
|
2025
Q1 | $327K | Buy |
+970
| New | +$327K | 0.12% | 43 |
|
|
2021
Q4 | – | Sell |
-689
| Closed | -$153K | – | 90 |
|
|
2021
Q3 | $153K | Hold |
689
| – | – | 0.1% | 38 |
|
|
2021
Q2 | $161K | Hold |
689
| – | – | 0.1% | 39 |
|
|
2021
Q1 | $146K | Hold |
689
| – | – | 0.1% | 40 |
|
|
2020
Q4 | $151K | Hold |
689
| – | – | 0.11% | 38 |
|
|
2020
Q3 | $138K | Hold |
689
| – | – | 0.12% | 35 |
|
|
2020
Q2 | $133K | Buy |
+689
| New | +$133K | 0.13% | 35 |
|