KWM
Kanen Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Hold |
800
| – | – | 0.11% | 25 |
|
|
2025
Q1 | $280K | Hold |
800
| – | – | 0.11% | 23 |
|
|
2024
Q4 | $253K | Hold |
800
| – | – | 0.09% | 24 |
|
|
2024
Q3 | $220K | Hold |
800
| – | – | 0.12% | 19 |
|
|
2024
Q2 | $210K | Hold |
800
| – | – | 0.13% | 20 |
|
|
2024
Q1 | $223K | Hold |
800
| – | – | 0.14% | 16 |
|
|
2023
Q4 | $208K | Buy |
+800
| New | +$208K | 0.15% | 20 |
|