LAM
Lummis Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.6K | Hold |
227
| – | – | 0.05% | 70 |
|
|
2025
Q1 | $79.6K | Hold |
227
| – | – | 0.06% | 72 |
|
|
2024
Q4 | $71.7K | Hold |
227
| – | – | 0.09% | 50 |
|
|
2024
Q3 | $62.4K | Hold |
227
| – | – | 0.07% | 56 |
|
|
2024
Q2 | $59.6K | Hold |
227
| – | – | 0.08% | 52 |
|
|
2024
Q1 | $63.4K | Hold |
227
| – | – | 0.08% | 53 |
|
|
2023
Q4 | $59.1K | Buy |
+227
| New | +$59.1K | 0.05% | 81 |
|