LFASL
Lugano Financial Advisors SA (LFA)’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
1,091
+101
| +10% | +$35.9K | 0.23% | 49 |
|
|
2025
Q1 | $347K | Buy |
990
+90
| +10% | +$31.5K | 0.24% | 49 |
|
|
2024
Q4 | $284K | Hold |
900
| – | – | 0.19% | 58 |
|
|
2024
Q3 | $247K | Sell |
900
-91
| -9% | -$25K | 0.17% | 64 |
|
|
2024
Q2 | $260K | Buy |
991
+300
| +43% | +$78.7K | 0.2% | 55 |
|
|
2024
Q1 | $193K | Hold |
691
| – | – | 0.14% | 69 |
|
|
2023
Q4 | $180K | Buy |
691
+46
| +7% | +$12K | 0.14% | 58 |
|
|
2023
Q3 | $148K | Sell |
645
-555
| -46% | -$128K | 0.13% | 67 |
|
|
2023
Q2 | $285K | Buy |
+1,200
| New | +$285K | 0.19% | 61 |
|
|
2020
Q1 | – | Sell |
-26
| Closed | -$5K | – | 135 |
|
|
2019
Q4 | $5K | Buy |
+26
| New | +$5K | ﹤0.01% | 134 |
|
|
2019
Q2 | $9K | Buy |
+53
| New | +$9K | 0.01% | 132 |
|
|
2019
Q1 | – | Sell |
-1,677
| Closed | -$252K | – | 176 |
|
|
2018
Q4 | $252K | Hold |
1,677
| – | – | 0.18% | 65 |
|
|
2018
Q3 | $252K | Buy |
1,677
+1,477
| +739% | +$222K | 0.18% | 65 |
|
|
2018
Q2 | $26K | Buy |
+200
| New | +$26K | 0.03% | 116 |
|