KCS Wealth Advisory’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.92M | Sell |
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|
2023
Q2 | $3.41M | Buy |
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|
2023
Q1 | $3.19M | Sell |
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|
2022
Q4 | $2.94M | Buy |
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|
2022
Q3 | $2.38M | Buy |
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|
2022
Q2 | $2.47M | Buy |
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|
2022
Q1 | $2.71M | Buy |
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|
2021
Q4 | $2.46M | Buy |
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|
2021
Q3 | $2.38M | Buy |
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|
2021
Q2 | $2.31M | Buy |
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|
2021
Q1 | $1.99M | Buy |
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|
2020
Q4 | $1.86M | Buy |
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|
2020
Q3 | $1.68M | Sell |
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|
2020
Q2 | $1.68M | Buy |
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|
2020
Q1 | $1.38M | Buy |
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|
2019
Q4 | $1.58M | Sell |
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|
2019
Q3 | $1.47M | Buy |
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|
2019
Q2 | $1.47M | Buy |
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|
2019
Q1 | $1.3M | Buy |
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|
2018
Q4 | $1.04M | Sell |
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|
2018
Q3 | $1.21M | Sell |
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|
2018
Q2 | $1.1M | Sell |
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|
2018
Q1 | $1.01M | Buy |
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|
2017
Q4 | $965K | Buy |
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