KCPG
Kavar Capital Partners Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.76M | Buy |
21,855
+210
| +1% | +$74.6K | 1.12% | 28 |
|
|
2025
Q1 | $7.59M | Sell |
21,645
-127
| -0.6% | -$44.5K | 1.26% | 22 |
|
|
2024
Q4 | $6.88M | Buy |
21,772
+354
| +2% | +$112K | 1.16% | 25 |
|
|
2024
Q3 | $5.89M | Buy |
21,418
+124
| +0.6% | +$34.1K | 0.93% | 31 |
|
|
2024
Q2 | $5.59M | Buy |
21,294
+1,078
| +5% | +$283K | 1.01% | 28 |
|
|
2024
Q1 | $5.64M | Sell |
20,216
-20,158
| -50% | -$5.63M | 1.04% | 27 |
|
|
2023
Q4 | $10.5M | Buy |
40,374
+19,775
| +96% | +$5.15M | 1.17% | 29 |
|
|
2023
Q3 | $4.74M | Buy |
20,599
+40
| +0.2% | +$9.2K | 1.03% | 33 |
|
|
2023
Q2 | $4.88M | Sell |
20,559
-2,529
| -11% | -$601K | 1.04% | 33 |
|
|
2023
Q1 | $5.21M | Sell |
23,088
-542
| -2% | -$122K | 1.12% | 29 |
|
|
2022
Q4 | $4.91M | Sell |
23,630
-1,326
| -5% | -$275K | 1.13% | 30 |
|
|
2022
Q3 | $4.43M | Buy |
24,956
+73
| +0.3% | +$13K | 1.13% | 29 |
|
|
2022
Q2 | $4.9M | Buy |
24,883
+614
| +3% | +$121K | 1.14% | 28 |
|
|
2022
Q1 | $5.38M | Buy |
24,269
+363
| +2% | +$80.5K | 1.16% | 28 |
|
|
2021
Q4 | $5.18M | Buy |
23,906
+761
| +3% | +$165K | 1.08% | 29 |
|
|
2021
Q3 | $5.16M | Buy |
23,145
+440
| +2% | +$98K | 1.17% | 28 |
|
|
2021
Q2 | $5.31M | Buy |
22,705
+501
| +2% | +$117K | 1.28% | 26 |
|
|
2021
Q1 | $4.7M | Buy |
22,204
+6,744
| +44% | +$1.43M | 1.27% | 26 |
|
|
2020
Q4 | $3.38M | Buy |
15,460
+1,532
| +11% | +$335K | 0.97% | 32 |
|
|
2020
Q3 | $2.79M | Buy |
13,928
+2,402
| +21% | +$480K | 0.94% | 33 |
|
|
2020
Q2 | $2.23M | Buy |
11,526
+1,643
| +17% | +$317K | 0.85% | 41 |
|
|
2020
Q1 | $1.59M | Buy |
9,883
+405
| +4% | +$65.2K | 0.76% | 50 |
|
|
2019
Q4 | $1.78M | Hold |
9,478
| – | – | 0.66% | 55 |
|
|
2019
Q3 | $1.63M | Hold |
9,478
| – | – | 0.64% | 57 |
|
|
2019
Q2 | $1.65M | Buy |
9,478
+16
| +0.2% | +$2.78K | 0.65% | 53 |
|
|
2019
Q1 | $1.48M | Buy |
+9,462
| New | +$1.48M | 0.66% | 57 |
|
|
2018
Q3 | – | Sell |
-50
| Closed | -$7K | – | 361 |
|
|
2018
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 350 |
|
|
2018
Q1 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 364 |
|
|
2016
Q1 | – | Sell |
-76
| Closed | -$5K | – | 376 |
|
|
2015
Q4 | $5K | Buy |
76
+50
| +192% | +$3.29K | ﹤0.01% | 307 |
|
|
2015
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 439 |
|
|
2015
Q2 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 471 |
|
|
2014
Q2 | – | Sell |
-18
| Closed | -$3K | – | 423 |
|
|
2014
Q1 | $3K | Hold |
18
| – | – | ﹤0.01% | 379 |
|
|
2013
Q4 | $4K | Buy |
+18
| New | +$4K | ﹤0.01% | 341 |
|