KNFPWM
Keeler & Nadler Financial Planning & Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
2,962
+2,189
| +283% | +$777K | 0.42% | 38 |
|
|
2025
Q1 | $265K | Hold |
773
| – | – | 0.12% | 59 |
|
|
2024
Q4 | $244K | Sell |
773
-2
| -0.3% | -$632 | 0.11% | 59 |
|
|
2024
Q3 | $213K | Buy |
775
+1
| +0.1% | +$275 | 0.1% | 65 |
|
|
2024
Q2 | $203K | Buy |
774
+1
| +0.1% | +$263 | 0.11% | 62 |
|
|
2024
Q1 | $216K | Buy |
773
+1
| +0.1% | +$279 | 0.13% | 58 |
|
|
2023
Q4 | $201K | Buy |
+772
| New | +$201K | 0.15% | 55 |
|