LWA
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Lowe Wealth Advisors’s Visa V Stock Holding History

Lowe Wealth Advisors’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$144K Hold
406
– – 0.06% 70
2025
Q1 		$142K Hold
406
– – 0.06% 65
2024
Q4 		$128K Sell
406
-60
-13% -$19K 0.05% 70
2024
Q3 		$128K Buy
466
+8
+2% +$2.2K 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% -$2.6K 0.06% 67
2023
Q3 		$108K Hold
468
– – 0.06% 72
2023
Q2 		$111K Sell
468
-74
-14% -$17.6K 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% -$34.3K 0.05% 66
2021
Q4 		$151K Hold
697
– – 0.07% 54
2021
Q3 		$155K Buy
697
+75
+12% +$16.7K 0.07% 52
2021
Q2 		$145K Hold
622
– – 0.07% 55
2021
Q1 		$132K Sell
622
-114
-15% -$24.2K 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% +$97K 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% +$15K 0.02% 97
2019
Q1 		$11K Sell
75
-1
-1% -$147 0.01% 142
2018
Q4 		$10K Sell
76
-19
-20% -$2.5K 0.01% 142
2018
Q3 		$14K Sell
95
-40
-30% -$5.9K 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% +$7.78K 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 Buy
60
+45
+300% +$3K ﹤0.01% 172
2014
Q4 		$4K Buy
+15
New +$4K ﹤0.01% 156