LAS
LWM Advisory Services’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $819K | Sell |
2,306
-246
| -10% | -$87.4K | 0.56% | 34 |
|
|
2025
Q1 | $890K | Sell |
2,552
-92
| -3% | -$32.1K | 0.62% | 31 |
|
|
2024
Q4 | $834K | Sell |
2,644
-61
| -2% | -$19.2K | 0.58% | 34 |
|
|
2024
Q3 | $744K | Buy |
2,705
+955
| +55% | +$263K | 0.55% | 35 |
|
|
2024
Q2 | $459K | Sell |
1,750
-1,160
| -40% | -$305K | 0.39% | 45 |
|
|
2024
Q1 | $812K | Sell |
2,910
-70
| -2% | -$19.5K | 0.65% | 31 |
|
|
2023
Q4 | $776K | Buy |
2,980
+70
| +2% | +$18.2K | 0.68% | 30 |
|
|
2023
Q3 | $671K | Buy |
2,910
+34
| +1% | +$7.84K | 0.72% | 26 |
|
|
2023
Q2 | $682K | Sell |
2,876
-99
| -3% | -$23.5K | 0.72% | 26 |
|
|
2023
Q1 | $673K | Buy |
2,975
+92
| +3% | +$20.8K | 0.72% | 27 |
|
|
2022
Q4 | $617K | Sell |
2,883
-2,230
| -44% | -$477K | 0.68% | 31 |
|
|
2022
Q3 | $940K | Buy |
5,113
+371
| +8% | +$68.2K | 1.06% | 20 |
|
|
2022
Q2 | $938K | Buy |
4,742
+150
| +3% | +$29.7K | 1.12% | 17 |
|
|
2022
Q1 | $1.02M | Sell |
4,592
-70
| -2% | -$15.6K | 1.27% | 12 |
|
|
2021
Q4 | $1.01M | Buy |
+4,662
| New | +$1.01M | 1.25% | 17 |
|