Kapstone Financial Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.03M | Buy |
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|
2025
Q2 | $1.03M | Buy |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $973K | Sell |
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|
2024
Q3 | $826K | Sell |
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|
2024
Q2 | $807K | Sell |
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|
2024
Q1 | $867K | Sell |
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|
2023
Q4 | $870K | Sell |
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|
2023
Q3 | $735K | Hold |
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|
2023
Q2 | $766K | Sell |
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|
2023
Q1 | $794K | Buy |
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|
2022
Q4 | $774K | Buy |
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