Lynch & Associates’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.86M | Buy |
8,057
+220
| +3% | +$78.1K | 0.58% | 48 |
|
2025
Q1 | $2.75M | Buy |
7,837
+70
| +0.9% | +$24.5K | 0.59% | 47 |
|
2024
Q4 | $2.45M | Buy |
7,767
+687
| +10% | +$217K | 0.53% | 48 |
|
2024
Q3 | $1.95M | Buy |
7,080
+159
| +2% | +$43.7K | 0.41% | 61 |
|
2024
Q2 | $1.82M | Buy |
6,921
+359
| +5% | +$94.2K | 0.41% | 58 |
|
2024
Q1 | $1.83M | Sell |
6,562
-161
| -2% | -$44.9K | 0.42% | 60 |
|
2023
Q4 | $1.75M | Buy |
6,723
+926
| +16% | +$241K | 0.43% | 59 |
|
2023
Q3 | $1.33M | Buy |
+5,797
| New | +$1.33M | 0.35% | 60 |
|