KSWA
Kathleen S. Wright Associates’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Hold |
7,727
| – | – | 1.07% | 23 |
|
|
2025
Q1 | $2.69M | Sell |
7,727
-90
| -1% | -$31.3K | 1.11% | 21 |
|
|
2024
Q4 | $2.47M | Hold |
7,817
| – | – | 1.03% | 24 |
|
|
2024
Q3 | $2.15M | Sell |
7,817
-178
| -2% | -$49K | 0.89% | 28 |
|
|
2024
Q2 | $2.12M | Hold |
7,995
| – | – | 0.97% | 26 |
|
|
2024
Q1 | $2.22M | Buy |
7,995
+278
| +4% | +$77.1K | 1.04% | 23 |
|
|
2023
Q4 | $2.03M | Hold |
7,717
| – | – | 1.03% | 24 |
|
|
2023
Q3 | $1.78M | Buy |
7,717
+3,589
| +87% | +$829K | 1% | 28 |
|
|
2023
Q2 | $980K | Sell |
4,128
-2,400
| -37% | -$570K | 0.62% | 41 |
|
|
2023
Q1 | $1.47M | Sell |
6,528
-629
| -9% | -$142K | 0.97% | 28 |
|
|
2022
Q4 | $1.49M | Buy |
7,157
+370
| +5% | +$76.9K | 1.01% | 27 |
|
|
2022
Q3 | $1.21M | Buy |
6,787
+1,823
| +37% | +$324K | 0.98% | 31 |
|
|
2022
Q2 | $977K | Buy |
4,964
+1
| +0% | +$197 | 0.82% | 35 |
|
|
2022
Q1 | $1.1M | Sell |
4,963
-599
| -11% | -$133K | 0.8% | 35 |
|
|
2021
Q4 | $1.21M | Buy |
+5,562
| New | +$1.21M | 0.89% | 31 |
|