LAM
Lynch Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.72M | Hold |
13,300
| – | – | 1.67% | 17 |
|
|
2025
Q1 | $4.66M | Hold |
13,300
| – | – | 2.09% | 14 |
|
|
2024
Q4 | $4.2M | Buy |
13,300
+100
| +0.8% | +$31.6K | 1.7% | 18 |
|
|
2024
Q3 | $3.63M | Hold |
13,200
| – | – | 1.53% | 20 |
|
|
2024
Q2 | $3.46M | Hold |
13,200
| – | – | 1.48% | 20 |
|
|
2024
Q1 | $3.68M | Hold |
13,200
| – | – | 1.73% | 18 |
|
|
2023
Q4 | $3.44M | Buy |
13,200
+2,000
| +18% | +$521K | 1.97% | 17 |
|
|
2023
Q3 | $2.58M | Hold |
11,200
| – | – | 1.69% | 21 |
|
|
2023
Q2 | $2.66M | Hold |
11,200
| – | – | 1.71% | 22 |
|
|
2023
Q1 | $2.53M | Hold |
11,200
| – | – | 1.81% | 23 |
|
|
2022
Q4 | $2.33M | Sell |
11,200
-2,000
| -15% | -$416K | 2% | 18 |
|
|
2022
Q3 | $2.34M | Hold |
13,200
| – | – | 2.1% | 18 |
|
|
2022
Q2 | $2.6M | Hold |
13,200
| – | – | 2.13% | 17 |
|
|
2022
Q1 | $2.93M | Hold |
13,200
| – | – | 2.09% | 20 |
|
|
2021
Q4 | $2.86M | Buy |
+13,200
| New | +$2.86M | 1.99% | 20 |
|