Keener Financial Planning’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78K | Hold |
220
| – | – | 0.04% | 85 |
|
|
2025
Q1 | $77K | Sell |
220
-95
| -30% | -$33.3K | 0.05% | 67 |
|
|
2024
Q4 | $99K | Buy |
315
+280
| +800% | +$88K | 0.06% | 69 |
|
|
2024
Q3 | $9K | Sell |
35
-316
| -90% | -$81.3K | 0.01% | 137 |
|
|
2024
Q2 | $92K | Sell |
351
-300
| -46% | -$78.6K | 0.06% | 65 |
|
|
2024
Q1 | $182K | Hold |
651
| – | – | 0.13% | 47 |
|
|
2023
Q4 | $169K | Buy |
+651
| New | +$169K | 0.13% | 49 |
|