LRI Investments’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
31,011
-316
| -1% | -$20.2K | 0.17% | 58 |
|
|
2025
Q1 | $2.07M | Buy |
31,327
+862
| +3% | +$56.8K | 0.2% | 54 |
|
|
2024
Q4 | $1.59M | Sell |
30,465
-407
| -1% | -$21.3K | 0.15% | 53 |
|
|
2024
Q3 | $1.68M | Buy |
30,872
+25,485
| +473% | +$1.39M | 0.16% | 54 |
|
|
2024
Q2 | $1.41M | Buy |
5,387
+3,375
| +168% | +$886K | 0.16% | 48 |
|
|
2024
Q1 | $562K | Buy |
+2,012
| New | +$562K | 0.14% | 72 |
|