Lowe Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $139K | Hold |
406
| – | – | 0.05% | 76 |
|
|
2025
Q2 | $144K | Hold |
406
| – | – | 0.06% | 70 |
|
|
2025
Q1 | $142K | Hold |
406
| – | – | 0.06% | 65 |
|
|
2024
Q4 | $128K | Sell |
406
-60
| -13% | -$18K | 0.05% | 70 |
|
|
2024
Q3 | $128K | Buy |
466
+8
| +2% | +$2.16K | 0.06% | 66 |
|
|
2024
Q2 | $120K | Hold |
458
| – | – | 0.05% | 63 |
|
|
2024
Q1 | $128K | Hold |
458
| – | – | 0.06% | 65 |
|
|
2023
Q4 | $119K | Sell |
458
-10
| -2% | -$2.46K | 0.06% | 67 |
|
|
2023
Q3 | $108K | Hold |
468
| – | – | 0.06% | 72 |
|
|
2023
Q2 | $111K | Sell |
468
-74
| -14% | -$16.9K | 0.06% | 74 |
|
|
2023
Q1 | $122K | Hold |
542
| – | – | 0.07% | 67 |
|
|
2022
Q4 | $113K | Hold |
542
| – | – | 0.06% | 67 |
|
|
2022
Q3 | $96K | Hold |
542
| – | – | 0.06% | 65 |
|
|
2022
Q2 | $107K | Hold |
542
| – | – | 0.06% | 62 |
|
|
2022
Q1 | $120K | Sell |
542
-155
| -22% | -$33.5K | 0.05% | 66 |
|
|
2021
Q4 | $151K | Hold |
697
| – | – | 0.07% | 54 |
|
|
2021
Q3 | $155K | Buy |
697
+75
| +12% | +$17.6K | 0.07% | 52 |
|
|
2021
Q2 | $145K | Hold |
622
| – | – | 0.07% | 55 |
|
|
2021
Q1 | $132K | Sell |
622
-114
| -15% | -$24K | 0.07% | 50 |
|
|
2020
Q4 | $161K | Hold |
736
| – | – | 0.08% | 40 |
|
|
2020
Q3 | $147K | Sell |
736
-25
| -3% | -$4.99K | 0.08% | 39 |
|
|
2020
Q2 | $147K | Hold |
761
| – | – | 0.09% | 39 |
|
|
2020
Q1 | $123K | Buy |
761
+600
| +373% | +$113K | 0.09% | 38 |
|
|
2019
Q4 | $30K | Hold |
161
| – | – | 0.02% | 92 |
|
|
2019
Q3 | $28K | Hold |
161
| – | – | 0.02% | 94 |
|
|
2019
Q2 | $28K | Buy |
161
+86
| +115% | +$14.1K | 0.02% | 97 |
|
|
2019
Q1 | $11K | Sell |
75
-1
| -1% | -$144 | 0.01% | 142 |
|
|
2018
Q4 | $10K | Sell |
76
-19
| -20% | -$2.62K | 0.01% | 142 |
|
|
2018
Q3 | $14K | Sell |
95
-40
| -30% | -$5.69K | 0.01% | 131 |
|
|
2018
Q2 | $18K | Hold |
135
| – | – | 0.01% | 113 |
|
|
2018
Q1 | $16K | Hold |
135
| – | – | 0.01% | 124 |
|
|
2017
Q4 | $15K | Hold |
135
| – | – | 0.01% | 135 |
|
|
2017
Q3 | $14K | Buy |
135
+75
| +125% | +$7.61K | 0.01% | 137 |
|
|
2017
Q2 | $6K | Hold |
60
| – | – | ﹤0.01% | 154 |
|
|
2017
Q1 | $5K | Hold |
60
| – | – | ﹤0.01% | 157 |
|
|
2016
Q4 | $5K | Hold |
60
| – | – | ﹤0.01% | 161 |
|
|
2016
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 160 |
|
|
2016
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 168 |
|
|
2016
Q1 | $5K | Hold |
60
| – | – | ﹤0.01% | 151 |
|
|
2015
Q4 | $5K | Hold |
60
| – | – | ﹤0.01% | 159 |
|
|
2015
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 172 |
|
|
2015
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 170 |
|
|
2015
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 172 |
|
|
2014
Q4 | $4K | Buy |
+60
| New | +$3.61K | ﹤0.01% | 156 |
|
Other funds holding V
