LWM Advisory Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $819K | Sell |
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|
2025
Q1 | $890K | Sell |
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|
2024
Q4 | $834K | Sell |
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|
2024
Q3 | $744K | Buy |
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|
2024
Q2 | $459K | Sell |
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|
2024
Q1 | $812K | Sell |
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|
2023
Q4 | $776K | Buy |
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|
2023
Q3 | $671K | Buy |
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|
2023
Q2 | $682K | Sell |
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|
2023
Q1 | $673K | Buy |
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|
2022
Q4 | $617K | Sell |
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|
2022
Q3 | $940K | Buy |
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|
2022
Q2 | $938K | Buy |
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|
2022
Q1 | $1.02M | Sell |
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|
2021
Q4 | $1.01M | Buy |
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