LPL Financial’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $995M | Buy |
2,801,797
+154,519
| +6% | +$54.9M | 0.33% | 61 |
|
|
2025
Q1 | $926M | Buy |
2,647,278
+140,920
| +6% | +$49.3M | 0.36% | 55 |
|
|
2024
Q4 | $792M | Buy |
2,506,358
+175,639
| +8% | +$55.5M | 0.32% | 66 |
|
|
2024
Q3 | $641M | Buy |
2,330,719
+117,631
| +5% | +$32.3M | 0.29% | 75 |
|
|
2024
Q2 | $581M | Buy |
2,213,088
+147,625
| +7% | +$38.7M | 0.29% | 74 |
|
|
2024
Q1 | $576M | Buy |
2,065,463
+83,845
| +4% | +$23.4M | 0.31% | 70 |
|
|
2023
Q4 | $516M | Buy |
1,981,618
+78,010
| +4% | +$20.3M | 0.31% | 67 |
|
|
2023
Q3 | $438M | Buy |
1,903,608
+111,296
| +6% | +$25.6M | 0.31% | 70 |
|
|
2023
Q2 | $426M | Buy |
1,792,312
+72,320
| +4% | +$17.2M | 0.3% | 72 |
|
|
2023
Q1 | $388M | Buy |
1,719,992
+37,654
| +2% | +$8.49M | 0.3% | 72 |
|
|
2022
Q4 | $350M | Buy |
1,682,338
+26,810
| +2% | +$5.57M | 0.3% | 73 |
|
|
2022
Q3 | $294M | Sell |
1,655,528
-1,432
| -0.1% | -$254K | 0.28% | 77 |
|
|
2022
Q2 | $326M | Buy |
1,656,960
+58,795
| +4% | +$11.6M | 0.31% | 62 |
|
|
2022
Q1 | $355M | Sell |
1,598,165
-19,737
| -1% | -$4.38M | 0.3% | 65 |
|
|
2021
Q4 | $351M | Buy |
1,617,902
+77,108
| +5% | +$16.7M | 0.29% | 71 |
|
|
2021
Q3 | $343M | Buy |
1,540,794
+64,442
| +4% | +$14.4M | 0.32% | 64 |
|
|
2021
Q2 | $345M | Buy |
1,476,352
+82,022
| +6% | +$19.2M | 0.35% | 54 |
|
|
2021
Q1 | $295M | Buy |
1,394,330
+11,489
| +0.8% | +$2.43M | 0.34% | 56 |
|
|
2020
Q4 | $302M | Buy |
1,382,841
+100,280
| +8% | +$21.9M | 0.39% | 47 |
|
|
2020
Q3 | $256M | Buy |
1,282,561
+67,378
| +6% | +$13.5M | 0.4% | 48 |
|
|
2020
Q2 | $235M | Buy |
1,215,183
+110,326
| +10% | +$21.3M | 0.41% | 46 |
|
|
2020
Q1 | $178M | Buy |
1,104,857
+46,249
| +4% | +$7.45M | 0.38% | 50 |
|
|
2019
Q4 | $199M | Buy |
1,058,608
+82,942
| +9% | +$15.6M | 0.36% | 54 |
|
|
2019
Q3 | $168M | Buy |
975,666
+9,632
| +1% | +$1.66M | 0.34% | 60 |
|
|
2019
Q2 | $168M | Buy |
966,034
+7,112
| +0.7% | +$1.23M | 0.36% | 53 |
|
|
2019
Q1 | $150M | Buy |
958,922
+73,660
| +8% | +$11.5M | 0.34% | 56 |
|
|
2018
Q4 | $117M | Buy |
885,262
+54,965
| +7% | +$7.25M | 0.31% | 58 |
|
|
2018
Q3 | $125M | Buy |
830,297
+56,606
| +7% | +$8.5M | 0.3% | 62 |
|
|
2018
Q2 | $102M | Buy |
773,691
+10,468
| +1% | +$1.39M | 0.27% | 73 |
|
|
2018
Q1 | $91.3M | Buy |
763,223
+90,530
| +13% | +$10.8M | 0.25% | 79 |
|
|
2017
Q4 | $76.7M | Buy |
672,693
+19,664
| +3% | +$2.24M | 0.23% | 87 |
|
|
2017
Q3 | $68.7M | Buy |
653,029
+103,815
| +19% | +$10.9M | 0.24% | 79 |
|
|
2017
Q2 | $51.5M | Buy |
549,214
+400,335
| +269% | +$37.5M | 0.2% | 101 |
|
|
2017
Q1 | $13.3M | Buy |
148,879
+967
| +0.7% | +$86.4K | 0.09% | 188 |
|
|
2016
Q4 | $11.8M | Sell |
147,912
-2,148
| -1% | -$171K | 0.09% | 190 |
|
|
2016
Q3 | $12.4M | Sell |
150,060
-5,067
| -3% | -$419K | 0.12% | 151 |
|
|
2016
Q2 | $11.5M | Sell |
155,127
-789,742
| -84% | -$58.5M | 0.1% | 159 |
|
|
2016
Q1 | $72.7M | Buy |
944,869
+221,740
| +31% | +$17.1M | 0.2% | 108 |
|
|
2015
Q4 | $55.2M | Buy |
723,129
+265,560
| +58% | +$20.3M | 0.15% | 134 |
|
|
2015
Q3 | $33M | Buy |
457,569
+27,684
| +6% | +$2M | 0.18% | 119 |
|
|
2015
Q2 | $29.3M | Sell |
429,885
-9,904
| -2% | -$675K | 0.15% | 143 |
|
|
2015
Q1 | $28.7M | Buy |
439,789
+889
| +0.2% | +$57.9K | 0.15% | 139 |
|
|
2014
Q4 | $28.8M | Buy |
438,900
+20,976
| +5% | +$1.37M | 0.16% | 134 |
|
|
2014
Q3 | $21.9M | Buy |
417,924
+19,292
| +5% | +$1.01M | 0.13% | 159 |
|
|
2014
Q2 | $21M | Sell |
398,632
-13,252
| -3% | -$698K | 0.12% | 166 |
|
|
2014
Q1 | $22.2M | Sell |
411,884
-34,232
| -8% | -$1.85M | 0.14% | 152 |
|
|
2013
Q4 | $24.8M | Buy |
446,116
+28,760
| +7% | +$1.6M | 0.16% | 137 |
|
|
2013
Q3 | $20.2M | Buy |
417,356
+28,572
| +7% | +$1.38M | 0.13% | 153 |
|
|
2013
Q2 | $17.8M | Buy |
+388,784
| New | +$17.8M | 0.13% | 144 |
|