LVM Capital Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Sell |
2,118
-25
| -1% | -$8.88K | 0.08% | 88 |
|
|
2025
Q1 | $751K | Hold |
2,143
| – | – | 0.08% | 86 |
|
|
2024
Q4 | $677K | Buy |
2,143
+176
| +9% | +$55.6K | 0.07% | 92 |
|
|
2024
Q3 | $516K | Hold |
1,967
| – | – | 0.06% | 108 |
|
|
2024
Q2 | $516K | Sell |
1,967
-58
| -3% | -$15.2K | 0.06% | 108 |
|
|
2024
Q1 | $565K | Buy |
2,025
+60
| +3% | +$16.7K | 0.07% | 99 |
|
|
2023
Q4 | $512K | Hold |
1,965
| – | – | 0.07% | 104 |
|
|
2023
Q3 | $452K | Hold |
1,965
| – | – | 0.06% | 101 |
|
|
2023
Q2 | $467K | Hold |
1,965
| – | – | 0.06% | 100 |
|
|
2023
Q1 | $443K | Hold |
1,965
| – | – | 0.06% | 102 |
|
|
2022
Q4 | $408K | Buy |
1,965
+58
| +3% | +$12K | 0.06% | 98 |
|
|
2022
Q3 | $339K | Hold |
1,907
| – | – | 0.05% | 101 |
|
|
2022
Q2 | $375K | Sell |
1,907
-40
| -2% | -$7.87K | 0.05% | 101 |
|
|
2022
Q1 | $432K | Buy |
1,947
+105
| +6% | +$23.3K | 0.06% | 102 |
|
|
2021
Q4 | $399K | Hold |
1,842
| – | – | 0.05% | 94 |
|
|
2021
Q3 | $410K | Sell |
1,842
-200
| -10% | -$44.5K | 0.06% | 93 |
|
|
2021
Q2 | $477K | Buy |
2,042
+1,000
| +96% | +$234K | 0.07% | 84 |
|
|
2021
Q1 | $221K | Hold |
1,042
| – | – | 0.04% | 116 |
|
|
2020
Q4 | $228K | Hold |
1,042
| – | – | 0.04% | 109 |
|
|
2020
Q3 | $208K | Hold |
1,042
| – | – | 0.04% | 102 |
|
|
2020
Q2 | $201K | Buy |
+1,042
| New | +$201K | 0.04% | 102 |
|
|
2018
Q4 | – | Sell |
-1,440
| Closed | -$216K | – | 113 |
|
|
2018
Q3 | $216K | Buy |
+1,440
| New | +$216K | 0.05% | 108 |
|