Lyell Wealth 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 | $18.6M | Buy |
52,274
+3,586
| +7% | +$1.27M | 1.47% | 18 |
|
|
2025
Q1 | $17.1M | Buy |
48,688
+351
| +0.7% | +$123K | 1.6% | 15 |
|
|
2024
Q4 | $15.3M | Buy |
48,337
+263
| +0.5% | +$83.1K | 1.37% | 19 |
|
|
2024
Q3 | $13.2M | Buy |
48,074
+2,192
| +5% | +$603K | 1.2% | 24 |
|
|
2024
Q2 | $12M | Buy |
45,882
+2,204
| +5% | +$578K | 1.15% | 23 |
|
|
2024
Q1 | $12.2M | Buy |
43,678
+706
| +2% | +$197K | 1.24% | 25 |
|
|
2023
Q4 | $11.2M | Buy |
42,972
+1,326
| +3% | +$345K | 1.27% | 21 |
|
|
2023
Q3 | $9.58M | Buy |
41,646
+512
| +1% | +$118K | 1.29% | 23 |
|
|
2023
Q2 | $9.77M | Buy |
41,134
+283
| +0.7% | +$67.2K | 1.25% | 25 |
|
|
2023
Q1 | $9.21M | Sell |
40,851
-249
| -0.6% | -$56.1K | 1.29% | 24 |
|
|
2022
Q4 | $8.54M | Buy |
41,100
+289
| +0.7% | +$60K | 1.35% | 22 |
|
|
2022
Q3 | $7.25M | Sell |
40,811
-444
| -1% | -$78.9K | 1.23% | 22 |
|
|
2022
Q2 | $8.12M | Sell |
41,255
-492
| -1% | -$96.9K | 1.32% | 23 |
|
|
2022
Q1 | $9.26M | Sell |
41,747
-3,026
| -7% | -$671K | 1.19% | 28 |
|
|
2021
Q4 | $9.7M | Sell |
44,773
-1,192
| -3% | -$258K | 1.11% | 34 |
|
|
2021
Q3 | $10.2M | Buy |
45,965
+940
| +2% | +$209K | 1.25% | 31 |
|
|
2021
Q2 | $10.5M | Buy |
45,025
+1,101
| +3% | +$257K | 1.3% | 30 |
|
|
2021
Q1 | $9.3M | Buy |
43,924
+2,329
| +6% | +$493K | 1.35% | 27 |
|
|
2020
Q4 | $9.1M | Buy |
41,595
+3,505
| +9% | +$767K | 1.45% | 29 |
|
|
2020
Q3 | $7.62M | Buy |
38,090
+767
| +2% | +$153K | 1.43% | 26 |
|
|
2020
Q2 | $7.21M | Buy |
37,323
+913
| +3% | +$176K | 1.58% | 24 |
|
|
2020
Q1 | $5.87M | Buy |
36,410
+2,051
| +6% | +$330K | 1.75% | 21 |
|
|
2019
Q4 | $6.46M | Buy |
34,359
+1,070
| +3% | +$201K | 1.72% | 20 |
|
|
2019
Q3 | $5.73M | Buy |
33,289
+1,070
| +3% | +$184K | 1.72% | 20 |
|
|
2019
Q2 | $5.59M | Buy |
32,219
+1,230
| +4% | +$213K | 1.69% | 19 |
|
|
2019
Q1 | $4.84M | Buy |
30,989
+2,614
| +9% | +$408K | 1.62% | 23 |
|
|
2018
Q4 | $3.74M | Buy |
28,375
+745
| +3% | +$98.3K | 1.56% | 25 |
|
|
2018
Q3 | $4.15M | Buy |
27,630
+490
| +2% | +$73.5K | 1.4% | 30 |
|
|
2018
Q2 | $3.6M | Buy |
27,140
+90
| +0.3% | +$11.9K | 1.31% | 33 |
|
|
2018
Q1 | $3.24M | Buy |
27,050
+2,563
| +10% | +$307K | 1.2% | 40 |
|
|
2017
Q4 | $2.79M | Buy |
24,487
+2,790
| +13% | +$318K | 1.11% | 40 |
|
|
2017
Q3 | $2.28M | Buy |
21,697
+9,035
| +71% | +$951K | 0.99% | 45 |
|
|
2017
Q2 | $1.19M | Buy |
12,662
+10,190
| +412% | +$955K | 0.58% | 57 |
|
|
2017
Q1 | $220K | Buy |
+2,472
| New | +$220K | 0.12% | 96 |
|