KCM Investment 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 | $54.7M | Sell |
154,101
-1,876
| -1% | -$666K | 1.84% | 11 |
|
|
2025
Q1 | $54.7M | Sell |
155,977
-4,600
| -3% | -$1.61M | 1.96% | 8 |
|
|
2024
Q4 | $50.7M | Sell |
160,577
-465
| -0.3% | -$147K | 1.75% | 14 |
|
|
2024
Q3 | $44.3M | Sell |
161,042
-575
| -0.4% | -$158K | 1.5% | 17 |
|
|
2024
Q2 | $42.4M | Sell |
161,617
-885
| -0.5% | -$232K | 1.52% | 15 |
|
|
2024
Q1 | $45.4M | Buy |
162,502
+1,009
| +0.6% | +$282K | 1.68% | 12 |
|
|
2023
Q4 | $42M | Sell |
161,493
-2,496
| -2% | -$650K | 1.67% | 12 |
|
|
2023
Q3 | $37.7M | Sell |
163,989
-1,273
| -0.8% | -$293K | 1.63% | 13 |
|
|
2023
Q2 | $39.2M | Sell |
165,262
-5,426
| -3% | -$1.29M | 1.57% | 13 |
|
|
2023
Q1 | $38.5M | Sell |
170,688
-300
| -0.2% | -$67.6K | 1.56% | 13 |
|
|
2022
Q4 | $35.5M | Buy |
170,988
+151
| +0.1% | +$31.4K | 1.53% | 13 |
|
|
2022
Q3 | $30.3M | Sell |
170,837
-1,164
| -0.7% | -$207K | 1.4% | 14 |
|
|
2022
Q2 | $33.9M | Sell |
172,001
-241
| -0.1% | -$47.5K | 1.48% | 14 |
|
|
2022
Q1 | $38.2M | Buy |
172,242
+286
| +0.2% | +$63.4K | 1.4% | 14 |
|
|
2021
Q4 | $37.3M | Buy |
171,956
+2,574
| +2% | +$558K | 1.3% | 16 |
|
|
2021
Q3 | $37.7M | Buy |
169,382
+5,221
| +3% | +$1.16M | 1.5% | 10 |
|
|
2021
Q2 | $38.4M | Buy |
164,161
+2,963
| +2% | +$693K | 1.55% | 11 |
|
|
2021
Q1 | $34.1M | Buy |
161,198
+1,833
| +1% | +$388K | 1.51% | 11 |
|
|
2020
Q4 | $34.9M | Buy |
159,365
+4,527
| +3% | +$990K | 1.68% | 11 |
|
|
2020
Q3 | $31M | Buy |
154,838
+6,026
| +4% | +$1.21M | 1.72% | 11 |
|
|
2020
Q2 | $28.7M | Buy |
148,812
+8,234
| +6% | +$1.59M | 1.62% | 12 |
|
|
2020
Q1 | $22.7M | Buy |
140,578
+1,074
| +0.8% | +$173K | 1.53% | 15 |
|
|
2019
Q4 | $26.2M | Buy |
139,504
+4,192
| +3% | +$788K | 1.42% | 18 |
|
|
2019
Q3 | $23.3M | Buy |
135,312
+7,657
| +6% | +$1.32M | 1.35% | 21 |
|
|
2019
Q2 | $22.2M | Buy |
127,655
+14,965
| +13% | +$2.6M | 1.33% | 20 |
|
|
2019
Q1 | $17.6M | Buy |
112,690
+19,089
| +20% | +$2.98M | 1.14% | 26 |
|
|
2018
Q4 | $12.4M | Buy |
93,601
+9,973
| +12% | +$1.32M | 0.82% | 36 |
|
|
2018
Q3 | $12.6M | Buy |
83,628
+41,988
| +101% | +$6.3M | 0.72% | 37 |
|
|
2018
Q2 | $5.52M | Buy |
41,640
+10,506
| +34% | +$1.39M | 0.34% | 80 |
|
|
2018
Q1 | $3.72M | Sell |
31,134
-294
| -0.9% | -$35.2K | 0.23% | 104 |
|
|
2017
Q4 | $3.58M | Sell |
31,428
-853
| -3% | -$97.2K | 0.21% | 117 |
|
|
2017
Q3 | $3.4M | Sell |
32,281
-289
| -0.9% | -$30.4K | 0.21% | 117 |
|
|
2017
Q2 | $3.05M | Buy |
32,570
+33
| +0.1% | +$3.09K | 0.19% | 131 |
|
|
2017
Q1 | $2.89M | Sell |
32,537
-739
| -2% | -$65.7K | 0.18% | 135 |
|
|
2016
Q4 | $2.6M | Buy |
33,276
+3,931
| +13% | +$307K | 0.17% | 141 |
|
|
2016
Q3 | $2.43M | Buy |
29,345
+2,385
| +9% | +$197K | 0.17% | 149 |
|
|
2016
Q2 | $2M | Buy |
26,960
+13,860
| +106% | +$1.03M | 0.14% | 171 |
|
|
2016
Q1 | $1M | Buy |
13,100
+1,788
| +16% | +$137K | 0.07% | 231 |
|
|
2015
Q4 | $877K | Buy |
11,312
+8
| +0.1% | +$620 | 0.07% | 252 |
|
|
2015
Q3 | $787K | Buy |
11,304
+366
| +3% | +$25.5K | 0.07% | 266 |
|
|
2015
Q2 | $734K | Buy |
10,938
+1,014
| +10% | +$68K | 0.06% | 290 |
|
|
2015
Q1 | $649K | Buy |
9,924
+740
| +8% | +$48.4K | 0.05% | 306 |
|
|
2014
Q4 | $602K | Sell |
9,184
-268
| -3% | -$17.6K | 0.05% | 309 |
|
|
2014
Q3 | $504K | Buy |
9,452
+4
| +0% | +$213 | 0.05% | 315 |
|
|
2014
Q2 | $498K | Sell |
9,448
-844
| -8% | -$44.5K | 0.05% | 315 |
|
|
2014
Q1 | $555K | Sell |
10,292
-720
| -7% | -$38.8K | 0.06% | 284 |
|
|
2013
Q4 | $613K | Sell |
11,012
-1,056
| -9% | -$58.8K | 0.07% | 263 |
|
|
2013
Q3 | $577K | Buy |
12,068
+2,020
| +20% | +$96.6K | 0.07% | 264 |
|
|
2013
Q2 | $459K | Buy |
+10,048
| New | +$459K | 0.06% | 293 |
|