Kapstone Financial Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
2,913
+19
| +0.7% | +$6.75K | 0.52% | 33 |
|
|
2025
Q1 | $1.01M | Sell |
2,894
-3
| -0.1% | -$1.05K | 0.57% | 33 |
|
|
2024
Q4 | $973K | Sell |
2,897
-103
| -3% | -$34.6K | 0.52% | 33 |
|
|
2024
Q3 | $826K | Sell |
3,000
-75
| -2% | -$20.6K | 0.5% | 36 |
|
|
2024
Q2 | $807K | Sell |
3,075
-30
| -1% | -$7.88K | 0.53% | 34 |
|
|
2024
Q1 | $867K | Sell |
3,105
-87
| -3% | -$24.3K | 0.59% | 34 |
|
|
2023
Q4 | $870K | Sell |
3,192
-4
| -0.1% | -$1.09K | 0.68% | 31 |
|
|
2023
Q3 | $735K | Hold |
3,196
| – | – | 0.66% | 31 |
|
|
2023
Q2 | $766K | Sell |
3,196
-215
| -6% | -$51.6K | 0.63% | 31 |
|
|
2023
Q1 | $794K | Buy |
3,411
+40
| +1% | +$9.31K | 0.72% | 29 |
|
|
2022
Q4 | $774K | Buy |
+3,371
| New | +$774K | 0.7% | 29 |
|