TLA
Tanglewood Legacy Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $157K | Sell |
443
-28
| -6% | -$9.94K | 0.06% | 104 |
|
|
2025
Q1 | $165K | Sell |
471
-8
| -2% | -$2.8K | 0.07% | 104 |
|
|
2024
Q4 | $151K | Buy |
479
+1
| +0.2% | +$316 | 0.06% | 104 |
|
|
2024
Q3 | $132K | Hold |
478
| – | – | 0.06% | 104 |
|
|
2024
Q2 | $126K | Hold |
478
| – | – | 0.06% | 107 |
|
|
2024
Q1 | $133K | Buy |
478
+8
| +2% | +$2.23K | 0.07% | 101 |
|
|
2023
Q4 | $122K | Hold |
470
| – | – | 0.07% | 101 |
|
|
2023
Q3 | $108K | Hold |
470
| – | – | 0.06% | 108 |
|
|
2023
Q2 | $112K | Hold |
470
| – | – | 0.06% | 106 |
|
|
2023
Q1 | $106K | Hold |
470
| – | – | 0.07% | 105 |
|
|
2022
Q4 | $97.6K | Buy |
+470
| New | +$97.6K | 0.07% | 94 |
|