WFAG
Wescott Financial Advisory Group’s Las Vegas Sands LVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,031
| Closed | -$207K | – | 175 |
|
|
2024
Q4 | $207K | Sell |
4,031
-1,972
| -33% | -$101K | 0.02% | 168 |
|
|
2024
Q3 | $302K | Sell |
6,003
-24
| -0.4% | -$1.21K | 0.03% | 148 |
|
|
2024
Q2 | $267K | Buy |
6,027
+27
| +0.5% | +$1.2K | 0.03% | 148 |
|
|
2024
Q1 | $310K | Sell |
6,000
-500
| -8% | -$25.9K | 0.04% | 133 |
|
|
2023
Q4 | $320K | Hold |
6,500
| – | – | 0.04% | 130 |
|
|
2023
Q3 | $298K | Hold |
6,500
| – | – | 0.05% | 129 |
|
|
2023
Q2 | $377K | Hold |
6,500
| – | – | 0.07% | 116 |
|
|
2023
Q1 | $373K | Sell |
6,500
-10
| -0.2% | -$575 | 0.08% | 111 |
|
|
2022
Q4 | $313K | Sell |
6,510
-4
| -0.1% | -$192 | 0.07% | 120 |
|
|
2022
Q3 | $244K | Buy |
6,514
+4
| +0.1% | +$150 | 0.07% | 121 |
|
|
2022
Q2 | $219K | Buy |
6,510
+10
| +0.2% | +$336 | 0.06% | 121 |
|
|
2022
Q1 | $253K | Hold |
6,500
| – | – | 0.07% | 110 |
|
|
2021
Q4 | $245K | Sell |
6,500
-183
| -3% | -$6.9K | 0.13% | 62 |
|
|
2021
Q3 | $245K | Buy |
6,683
+683
| +11% | +$25K | 0.14% | 60 |
|
|
2021
Q2 | $267K | Hold |
6,000
| – | – | 0.16% | 56 |
|
|
2021
Q1 | $365K | Hold |
6,000
| – | – | 0.24% | 42 |
|
|
2020
Q4 | $358K | Buy |
+6,000
| New | +$358K | 0.25% | 40 |
|