LA
LVW Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.51M | Buy |
21,143
+1,193
| +6% | +$424K | 0.82% | 21 |
|
|
2025
Q1 | $6.99M | Buy |
19,950
+114
| +0.6% | +$40K | 0.84% | 20 |
|
|
2024
Q4 | $6.27M | Buy |
19,836
+533
| +3% | +$168K | 0.75% | 27 |
|
|
2024
Q3 | $5.31M | Buy |
19,303
+178
| +0.9% | +$48.9K | 0.68% | 25 |
|
|
2024
Q2 | $5.02M | Buy |
19,125
+128
| +0.7% | +$33.6K | 0.73% | 25 |
|
|
2024
Q1 | $5.3M | Buy |
18,997
+97
| +0.5% | +$27.1K | 0.9% | 22 |
|
|
2023
Q4 | $4.92M | Sell |
18,900
-1,276
| -6% | -$332K | 0.92% | 21 |
|
|
2023
Q3 | $4.64M | Sell |
20,176
-1,501
| -7% | -$345K | 0.96% | 17 |
|
|
2023
Q2 | $5.15M | Sell |
21,677
-2,201
| -9% | -$523K | 0.99% | 17 |
|
|
2023
Q1 | $5.38M | Buy |
23,878
+289
| +1% | +$65.2K | 1.05% | 17 |
|
|
2022
Q4 | $4.9M | Sell |
23,589
-368
| -2% | -$76.5K | 1% | 20 |
|
|
2022
Q3 | $4.26M | Buy |
23,957
+335
| +1% | +$59.5K | 0.95% | 22 |
|
|
2022
Q2 | $4.65M | Sell |
23,622
-1,211
| -5% | -$238K | 0.95% | 22 |
|
|
2022
Q1 | $5.51M | Sell |
24,833
-13
| -0.1% | -$2.88K | 0.93% | 21 |
|
|
2021
Q4 | $5.38M | Sell |
24,846
-356
| -1% | -$77.1K | 0.92% | 26 |
|
|
2021
Q3 | $5.61M | Buy |
25,202
+91
| +0.4% | +$20.3K | 0.97% | 19 |
|
|
2021
Q2 | $5.87M | Buy |
25,111
+83
| +0.3% | +$19.4K | 1.04% | 19 |
|
|
2021
Q1 | $5.3M | Buy |
25,028
+1,511
| +6% | +$320K | 1.02% | 20 |
|
|
2020
Q4 | $5.14M | Buy |
23,517
+4,097
| +21% | +$896K | 1.03% | 23 |
|
|
2020
Q3 | $3.88M | Buy |
19,420
+6,583
| +51% | +$1.32M | 0.86% | 32 |
|
|
2020
Q2 | $2.48M | Buy |
12,837
+1,000
| +8% | +$193K | 0.6% | 46 |
|
|
2020
Q1 | $1.91M | Buy |
11,837
+869
| +8% | +$140K | 0.51% | 52 |
|
|
2019
Q4 | $2.06M | Buy |
10,968
+345
| +3% | +$64.8K | 0.47% | 57 |
|
|
2019
Q3 | $1.83M | Sell |
10,623
-77
| -0.7% | -$13.2K | 0.45% | 59 |
|
|
2019
Q2 | $1.86M | Buy |
10,700
+500
| +5% | +$86.8K | 0.51% | 51 |
|
|
2019
Q1 | $1.59M | Buy |
10,200
+5,951
| +140% | +$929K | 0.42% | 54 |
|
|
2018
Q4 | $561K | Buy |
4,249
+2,001
| +89% | +$264K | 0.19% | 74 |
|
|
2018
Q3 | $337K | Hold |
2,248
| – | – | 0.09% | 121 |
|
|
2018
Q2 | $298K | Sell |
2,248
-48
| -2% | -$6.36K | 0.09% | 116 |
|
|
2018
Q1 | $275K | Buy |
2,296
+318
| +16% | +$38.1K | 0.09% | 119 |
|
|
2017
Q4 | $226K | Hold |
1,978
| – | – | 0.07% | 132 |
|
|
2017
Q3 | $208K | Buy |
+1,978
| New | +$208K | 0.08% | 137 |
|
|
2017
Q2 | – | Sell |
-2,597
| Closed | -$231K | – | 121 |
|
|
2017
Q1 | $231K | Sell |
2,597
-1,265
| -33% | -$113K | 0.08% | 114 |
|
|
2016
Q4 | $301K | Buy |
3,862
+304
| +9% | +$23.7K | 0.11% | 110 |
|
|
2016
Q3 | $294K | Buy |
3,558
+355
| +11% | +$29.3K | 0.1% | 107 |
|
|
2016
Q2 | $238K | Sell |
3,203
-458
| -13% | -$34K | 0.09% | 117 |
|
|
2016
Q1 | $280K | Sell |
3,661
-632
| -15% | -$48.3K | 0.09% | 118 |
|
|
2015
Q4 | $333K | Buy |
4,293
+1,307
| +44% | +$101K | 0.13% | 102 |
|
|
2015
Q3 | $208K | Buy |
+2,986
| New | +$208K | 0.1% | 130 |
|