Keebeck Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.48M | Buy |
18,246
+341
| +2% | +$121K | 0.85% | 25 |
|
|
2025
Q1 | $6.27M | Sell |
17,905
-28
| -0.2% | -$9.81K | 0.93% | 23 |
|
|
2024
Q4 | $5.67M | Sell |
17,933
-11
| -0.1% | -$3.48K | 0.82% | 30 |
|
|
2024
Q3 | $4.93M | Sell |
17,944
-462
| -3% | -$127K | 0.71% | 41 |
|
|
2024
Q2 | $4.83M | Sell |
18,406
-631
| -3% | -$166K | 0.71% | 38 |
|
|
2024
Q1 | $5.31M | Sell |
19,037
-260
| -1% | -$72.6K | 0.78% | 31 |
|
|
2023
Q4 | $5.02M | Sell |
19,297
-197
| -1% | -$51.3K | 0.83% | 27 |
|
|
2023
Q3 | $4.48M | Buy |
19,494
+460
| +2% | +$106K | 0.78% | 31 |
|
|
2023
Q2 | $4.52M | Buy |
19,034
+2,383
| +14% | +$566K | 0.62% | 46 |
|
|
2023
Q1 | $3.75M | Buy |
16,651
+1,901
| +13% | +$429K | 0.61% | 45 |
|
|
2022
Q4 | $3.06M | Buy |
14,750
+737
| +5% | +$153K | 0.54% | 50 |
|
|
2022
Q3 | $2.49M | Buy |
14,013
+1,141
| +9% | +$203K | 0.48% | 52 |
|
|
2022
Q2 | $2.53M | Buy |
12,872
+2,027
| +19% | +$399K | 0.48% | 49 |
|
|
2022
Q1 | $2.41M | Buy |
10,845
+1,171
| +12% | +$260K | 0.4% | 60 |
|
|
2021
Q4 | $2.1M | Buy |
9,674
+569
| +6% | +$123K | 0.37% | 65 |
|
|
2021
Q3 | $2.03M | Sell |
9,105
-249
| -3% | -$55.5K | 0.4% | 59 |
|
|
2021
Q2 | $2.19M | Buy |
9,354
+1,821
| +24% | +$426K | 0.32% | 67 |
|
|
2021
Q1 | $1.6M | Buy |
7,533
+461
| +7% | +$97.6K | 0.25% | 77 |
|
|
2020
Q4 | $1.55M | Buy |
7,072
+223
| +3% | +$48.8K | 0.27% | 71 |
|
|
2020
Q3 | $1.37M | Buy |
6,849
+657
| +11% | +$131K | 0.28% | 65 |
|
|
2020
Q2 | $1.2M | Sell |
6,192
-90
| -1% | -$17.4K | 0.38% | 56 |
|
|
2020
Q1 | $1.01M | Buy |
6,282
+2,898
| +86% | +$466K | 0.42% | 54 |
|
|
2019
Q4 | $635K | Buy |
+3,384
| New | +$635K | 0.2% | 85 |
|