KFS
Kaizen Financial Strategies’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
2,864
+167
| +6% | +$59.3K | 0.52% | 36 |
|
|
2025
Q1 | $945K | Buy |
2,697
+12
| +0.4% | +$4.21K | 0.55% | 32 |
|
|
2024
Q4 | $849K | Buy |
2,685
+5
| +0.2% | +$1.58K | 0.48% | 34 |
|
|
2024
Q3 | $737K | Sell |
2,680
-99
| -4% | -$27.2K | 0.43% | 43 |
|
|
2024
Q2 | $731K | Buy |
2,779
+205
| +8% | +$53.9K | 0.46% | 38 |
|
|
2024
Q1 | $718K | Sell |
2,574
-302
| -11% | -$84.3K | 0.49% | 37 |
|
|
2023
Q4 | $749K | Buy |
2,876
+3
| +0.1% | +$781 | 0.57% | 33 |
|
|
2023
Q3 | $661K | Buy |
2,873
+1
| +0% | +$230 | 0.56% | 35 |
|
|
2023
Q2 | $696K | Sell |
2,872
-8
| -0.3% | -$1.94K | 0.6% | 32 |
|
|
2023
Q1 | $649K | Sell |
2,880
-159
| -5% | -$35.8K | 0.64% | 34 |
|
|
2022
Q4 | $678K | Sell |
3,039
-627
| -17% | -$140K | 0.67% | 43 |
|
|
2022
Q3 | $651K | Sell |
3,666
-10
| -0.3% | -$1.78K | 0.66% | 40 |
|
|
2022
Q2 | $724K | Sell |
3,676
-346
| -9% | -$68.1K | 0.71% | 35 |
|
|
2022
Q1 | $892K | Sell |
4,022
-113
| -3% | -$25.1K | 0.7% | 34 |
|
|
2021
Q4 | $896K | Buy |
4,135
+102
| +3% | +$22.1K | 0.67% | 41 |
|
|
2021
Q3 | $898K | Buy |
+4,033
| New | +$898K | 0.72% | 44 |
|
|
2021
Q1 | $1.01M | Buy |
4,784
+8
| +0.2% | +$1.69K | 0.97% | 32 |
|
|
2020
Q4 | $1.05M | Buy |
+4,776
| New | +$1.05M | 1.16% | 14 |
|