Lummis Asset Management’s Visa V Stock Holding History

Lummis Asset Management’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$80.6K	Hold
2025 Q1	$79.6K	Hold
2024 Q4	$71.7K	Hold
2024 Q3	$62.4K	Hold
2024 Q2	$59.6K	Hold
2024 Q1	$63.4K	Hold
2023 Q4	$59.1K	Buy